• Check out this week's video insight, where I delve into the potential of advanced technology WATCH NOW


Q&A with a value investor

Q&A with a value investor

In this article for The Switzer Super Report, Roger answers some common questions he is asked about value investing and the Montgomery investment philosophy. Read here.


Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

Why every investor should read Roger’s book VALUE.ABLE


find out more



  1. Domenico Di Pino

    Hi Roger,

    On the topic of value , i was doing analysis on Yahoo stock (YHOO).
    The company retains all of its earnings, i got an intrinsic valuation of 131,06 a share and currently the stock is around the 42 price level. I have heard that yahoo do have some taxation issues, but why is their such a large margin of safety, this is what makes it very interesting, any feedback would be appreciated.. Regards Domenico

Post your comments