Roger Montgomery was joined by co-Portfolio Managers Sean Sequeira and Alan Kwan from Australian Eagle, to discuss how The Montgomery [Private] Fund portfolio has been positioned to best take advantage of the investment conditions we see ahead in 2023.
Sean recapped on the investment process and individual company selection highlighting how quality and valuation come together using Cochlear (ASX:COH), Auckland International Airport (ASX:AIA) and Newcrest Mining (ASX:NCM) as examples of the investment process in action.