Blog Archives
Reporting season is almost upon us
Roger Montgomery
July 25, 2017
In this week’s video insight Roger discusses how domestic microeconomics might impact individual sectors and some companies within them.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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The 2017 financial year was kind to global equity investors
David Buckland
July 18, 2017
In this week’s video insight David discusses the 2017 financial year in regards to global equity investors.
by David Buckland Posted in Video Insights.
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Why the insurance brokers have run
Lisa Fedorenko
July 11, 2017

In this week’s video insight Lisa discusses Steadfast and AUB group and their stand out performance year to date.
The Montgomery Funds own shares in Steadfast and AUB group.
by Lisa Fedorenko Posted in Editor's Pick, Video Insights.
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BWX’s success in international markets
Tim Kelley
July 4, 2017

In this week’s video insight, Tim discusses a company held in our domestic funds, BWX and their early success in international markets.
by Tim Kelley Posted in Editor's Pick, Video Insights.
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Realestate.com.au Update
Scott Shuttleworth
June 27, 2017
In this week’s video insight Scott discusses REA Group and why it has been a core holding in Montgomery portfolios that has provided delightful returns for our investors.
by Scott Shuttleworth Posted in Video Insights.
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Are share prices over extended and due for a fall?
Roger Montgomery
June 20, 2017
In this week’s video insight Roger discusses why fund managers may currently have maximum cash in balance sheets or portfolios and how correction in share prices might be short lived, as the cash is freely available to purchase stocks which limits the extent of a market decline.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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