CELEBRATING 20 YEARS OF OUTPERFORMANCE

THE AUSTRALIAN EAGLE EQUITY STRATEGY


Since 2005, the Australian Eagle Equity Strategy has consistently outperformed the S&P/ASX 100 Accumulation Index by 3.63% per annum. With deep expertise and a disciplined investment approach, Australian Eagle Asset Management identifies high-quality, undervalued companies with strong growth potential, and we are proud to partner with them to offer investors access to their impressive 20-year track record.

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Investor Insights & Media

February 6, 2025

Celebrating 20 years of the Australian Eagle Equity Strategy

By Roger Montgomery

Strong investment partnerships are built on shared values and a long-term commitment to delivering great outcomes for investors.    That’s why we are proud of our partnership with Australian Eagle Asset Management one of Australia’s top performing managers, whose Long Only Equity strategy is celebrating 20 years today.
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January 8, 2025

Fear + Greed: is the market overvalued?

By Roger Montgomery

Last year, the S&P/ASX 200 Index, along with many of its largest companies, reached multiple record highs. This raises the question – is the market now overvalued? And if so, is a correction imminent? I joined Sean Aylmer on the Fear + Greed podcast to explore these questions.
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January 7, 2025

What matters for 2025 and beyond

By Roger Montgomery

In this Livewire article, I highlight key factors for investors to watch in 2025. The rise in tech stocks, including the Magnificent Seven, is driven by share price momentum fuelled by disinflation and economic growth, rather than strong fundamentals.
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January 2, 2025

Farewell 2024, hello 2025

By David Buckland

The Magnificent Seven (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla), which rose by an average 111 per cent over calendar 2023, continued the strong upward trajectory, increasing a further 63 per cent, on average, over calendar 2024. In short, the average “Magnificent Seven” has turned $1. 00 into $3. 44 in two calendar years.
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