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Dollar cost averaging: navigating market volatility for long term success
Roger Montgomery
September 29, 2023
Back in March 2022, Toby Roberts advocated for a dollar cost averaging approach to investing. Considering that The Montgomery Small Companies Fund has returned 11.19 per cent in the three months to 31 August, resulting in an outperformance of 8.97 per cent over its benchmark, I wanted to explore whether dollar cost averaging has provided another win for investors. Continue…
by Roger Montgomery Posted in Investing Education.
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10 reasons to consider private credit
Roger Montgomery
September 13, 2023
Fifteen years ago, many of my friends were in their early to mid-fifties. With retirement still a long way off, and living their best lives, the volatility of the stock market was something to be endured, if not salivated over, because it was the price to pay to create serious wealth. Continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick, Investing Education.
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How Deterra Royalties provides exposure to the mining industry with less volatility
Sean Sequeira
October 23, 2023
In the most traditional sense, mining companies are highly cyclical and require careful analysis by investors to avoid buying and selling at the wrong time. However, Deterra Royalties (ASX: DRR) provides exposure to the mining industry with much less volatility than owning a mining stock. Continue…
by Sean Sequeira Posted in Companies, Stocks We Like.
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How do we calculate total returns?
David Buckland
September 15, 2023
This blog provides investors with an explanation of how total return figures are calculated for the Montgomery Small Companies Fund. Importantly it is worth knowing the investment returns are not generated by Montgomery Investment Management. Fundhost Limited is the Independent Administrator and Responsible Entity of the Montgomery and Polen Capital Funds and is responsible for all the calculations. Continue…
by David Buckland Posted in Investing Education.
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The Montgomery Small Companies Fund has had a cracking few months
Gary Rollo
September 7, 2023
In this week’s video insight I joined David Buckland to dive into the recent performance of the Montgomery Small Companies Fund. As the reporting season concludes, the Fund has delivered 11.19 per cent for the three months to 31 August. This is an outperformance of 8.97 per cent compared to its benchmark the S&P/ ASX Small Ordinaries Accumulation Index. The outperformance can be attributed to several key stocks in the Fund’s portfolio, particularly Megaport (ASX:MP1), Audinate (ASX:AD8), and Aussie Broadband (ASX:ABB), all of which have exhibited strong growth and management excellence. Continue…
by Gary Rollo Posted in Editor's Pick, Stocks We Like, Video Insights.
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Tuas still growing at a strong clip in Singapore
Roger Montgomery
September 27, 2023
Back in June we provided an executive summary and results update for Tuas Ltd (ASX: TUA), the David Teoh-led Singapore mobile phone service provider spun out of the merger between TPG and Vodafone in 2020 and formerly known as TPG Telecom Pte Ltd (TPG Singapore). Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Generative AI’s growing impact on businesses
Roger Montgomery
September 25, 2023
Over recent years, artificial intelligence (AI) has gained considerable traction. And on the back of the resultant excitement, price-earnings (P/E) ratios for stocks even remotely related have soared. Is the excitement premature? Continue…
by Roger Montgomery Posted in Market commentary.
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The rise of uranium and the opportunity for small cap investors
Michael Gollagher
September 28, 2023
Australian small companies can provide investors with opportunities to tap into global themes that we believe will drive investment returns in the future. One of these is what is the most effective solution for achieving decarbonisation in electricity production. Continue…
by Michael Gollagher Posted in Energy / Resources, Market commentary, Stocks We Like.
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Super Retail Group’s sales are tracking ahead of analysts’ estimates
Roger Montgomery
October 31, 2023
It’s annual general meeting (AGM) season and our teams are furiously note-taking at dozens of company briefings where the opportunity to provide analysts with an update on trading conditions over the months of September and October is taken seriously. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary, Stocks We Like.
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The themed ETF trap
Roger Montgomery
September 11, 2023
At the outset, let me be clear: This is a blog post about a very narrow band of specialised or thematic exchange-traded funds (ETF), not broader ETFs that track major stock market indices. Continue…
by Roger Montgomery Posted in Market commentary.
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In my recent interview with Ausbiz, I wanted to give my insights on prevailing economic trends, the Australian economy, and the equity market. Watch here
