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The people behind the process – Sean Sequeira
Scott Phillips
September 8, 2022
As we broaden out the expert teams partnering with Montgomery, I take the opportunity to talk with Sean Sequeria the Chief Investment Officer and Portfolio Manager from Australian Eagle Asset Management. I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. Continue…
by Scott Phillips Posted in Montgomery News and Updates.
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- POSTED IN Montgomery News and Updates.
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An update on the Montgomery business
Roger Montgomery
September 7, 2022
In this week’s video insight I discuss the transformation Montgomery has undertaken over the last three years including our offerings from Gary Rollo and Dominic Rose’s Montgomery Small Companies Fund, our partnership with Polen Capital and their global offerings, our partnership with Aura Group to offer investors income strategies and most recently our partnership with Australian Eagle. Continue…
by Roger Montgomery Posted in Editor's Pick, Montgomery News and Updates, Video Insights.
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ARB and the long game
Roger Montgomery
September 6, 2022
ARB Corporation (ASX:ARB) – the Australian-based global manufacturer and distributor of aftermarket 4WD parts and accessories – has been a stellar performer since listing on the ASX in 1987. It’s a quality business, with sustainable and valuable competitive advantages that enjoys attractive long-term economics. ARB’s share price soared during the lockdowns, but has dropped over 42 per cent in the past year. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick.
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- POSTED IN Companies, Consumer discretionary, Editor's Pick.
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A deeper dive into Australian Eagle Asset Management Part 1
Dean Curnow
September 6, 2022
Montgomery recently announced a new partnership with Australian Eagle Asset Management, an impressive team of six who have been managing Australian large cap equities under mandate or Separately Managed Accounts (SMA) since February 2005 and Australian long/short equities in an unlisted unit trust since July 2016. Continue…
by Dean Curnow Posted in Montgomery News and Updates.
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- POSTED IN Montgomery News and Updates.
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Aura High Yield SME Fund: Letter to Investors 02 September 2022
Brett Craig
September 5, 2022
The retail trade and APRA July 2022 data released this week provided more data to support RBA hikes in the coming months. This week the ABS released data for retail trade turnover and volume. This dataset includes references to retail businesses including stores and online sales. Continue…
by Brett Craig Posted in Aura Group, Market commentary.
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- POSTED IN Aura Group, Market commentary.
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MEDIA
Fear and Greed: Winners and losers from reporting season
Roger Montgomery
September 5, 2022
With earnings season over, it’s a good time to look at the winners, the losers, and the themes affecting investors. But markets are forward-looking, and as the free money era rolls over, investors are cautious on the outlook. Roger Montgomery talks to Sean Aylmer on this episode of Fear and Greed discussing what it all means for investors.
by Roger Montgomery Posted in Podcast Channel.
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- POSTED IN Podcast Channel.
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August reporting season wrap
Roger Montgomery
September 5, 2022
In the wash-up of the FY22 reporting season a significant amount of focus has been directed to the proportion of companies that beat, met or missed expectations. Roughly 30 per cent of companies beat analyst forecasts, slightly more than 41 per cent were in line with estimates, and the remaining 29-odd per cent missed estimates. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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House prices fall as access to credit gets tighter
Roger Montgomery
September 2, 2022
Investors wondering where property prices might go next need only watch one indicator: access to housing credit. Because, as access to credit tightens, house prices fall. With credit getting harder to access since the end of 2021, it’s small wonder August saw the largest monthly decline in house prices in nearly 40 years. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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- POSTED IN Editor's Pick, Property.
