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WHITEPAPERS

Why investors do worse than the funds they invest in

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In this whitepaper you will discover:

  • Investors actions that contribute to poor long-term returns
  • The impact of emotion in investing
  • Why the average investor lags the overall market

SUBSCRIBE FOR FREE TO UNLOCK THE WHITEPAPER

In this whitepaper you will discover:

  • Investors actions that contribute to poor long-term returns
  • The impact of emotion in investing
  • Why the average investor lags the overall market

Why investors do worse than the funds they invest in

Over the very long term, it has been shown that equities provide the highest return for investors, and yet most investors are not reaping the full benefit of these returns. Intuitively investors know the principles of buying low and selling high, however research confirms that most investors fail to execute on this basic premise – consistently underperforming the funds they invest in.

What follows is evidence that investors can be their own worst enemy and they should fear themselves more than any economic crisis or market correction. This Whitepaper seeks to give you the knowledge to improve your investment decision making.

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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.