BEST IN CLASS! FUND MANAGER OF THE YEAR 2022

WE ARE DELIGHTED TO SHARE AUSTRALIAN EAGLE ASSET MANAGEMENT HAS WON THE 2022 FINANCIAL NEWSWIRE/SQM RESEARCH FUND MANAGER OF THE YEAR AWARD IN THE AUSTRALIAN EQUITIES LARGE CAP CATEGORY.

CONGRATULATIONS TO THE TALENTED TEAM.

LEARN MORE ABOUT OUR PARTNERSHIP WITH AUSTRALIAN EAGLE ASSET MANAGEMENT.

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JOIN US FOR A LIVE WEBINAR

REGISTER FOR OUR WEBINAR ON THE AURA CORE INCOME FUND AND HEAR FROM BRETT CRAIG, THE PORTFOLIO MANAGER TO DISCUSS THE OPPORTUNITY IN PRIVATE CREDIT ON TUESDAY, 11 OCTOBER, FROM 6PM TO 7PM.

REGISTER HERE

ZENITH FUND AWARDS

WE ARE INCREDIBLY PLEASED TO ANNOUNCE THE MONTGOMERY SMALL COMPANIES TEAM HAVE BEEN NOMINATED FOR ZENITH’S RISING STARAWARD FOR 2022. THIS IS A GREAT ACKNOWLEDGMENT OF THE INVESTMENT CALIBRE AND TRACK RECORD GARY AND DOMINIC ARE BUILDING.

LEARN MORE ABOUT THE MONTGOMERY SMALL COMPANIES FUND

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Investor Insights & Media

September 15, 2022

A look at The Montgomery Fund's future

By Roger Montgomery

With Sean, Alan and Dan, from Australian Eagle, having now planted their feet firmly under the desks here at the Montgomery offices in Castlereagh Street, I thought it was time I share some more of the reasoning behind our partnership.
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September 5, 2022

August reporting season wrap

By Roger Montgomery

In the wash-up of the FY22 reporting season a significant amount of focus has been directed to the proportion of companies that beat, met or missed expectations. Roughly 30 per cent of companies beat analyst forecasts, slightly more than 41 per cent were in line with estimates, and the remaining 29-odd per cent missed estimates.
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August 24, 2022

Are demergers a value opportunity for shareholders?

By Roger Montgomery

De-merging single or multiple operating business units into a separate entity is also known as a “spinoff”. The result: incumbent investors are frequently faced with the consequences of a company in which they own shares, rolling out one of its businesses to create a separately listed company.
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August 22, 2022
WHITE PAPERS

Are we there yet? What to do when the bottom of the market is unknown

By Roger Montgomery

The current equity market environment reflects soaring inflation, increasing interest rates and the first half of calendar year 2022 saw a double-digit decline in most major indices. The popularity of large-cap U. S. equities decreased significantly in the wake of their 2020 high point and the volatility of mid-cap and small-cap stocks has been dramatic.
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