How can you increase your probability of profiting from an equity investment? To reduce their risks, skydivers jump with more than one parachute. As investors, we take the same approach. This whitepaper sets out three key factors we believe all investors should consider when looking at a business.
If a business has all three attributes we have identified, we believe there are three ways we can profit from that equity investment. This whitepaper also highlights three global businesses that illustrates our thesis.
When constructing the Montgomery global portfolios, we use the framework detailed in this whitepaper. At the portfolio level, we are selectively diversified across geographies, industries and currencies; while at the stock level we look for three ways to win. The Montgomery Global Fund has returned 10.64% in the 6 months to 31 January 2018 and 32.34% since its inception. If you would like to find out more, click here. Alternatively ASX:MOGL offers the same investment strategy at the convenience of being listed and traded via the ASX. You can learn more about ASX:MOGL here.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564) and may contain general financial advice 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 advice from a financial advisor if necessary.