Investor Insights

MONTGOMERY OFFERS AN
INCOME STRATEGY
THROUGH A PARTNERSHIP
WITH AURA FUNDS MANAGEMENT

Montgomery Investment Management is delighted to announce its
Distribution Partnership with Aura Funds Management, a subsidiary of Aura Group.

Montgomery will offer wholesale clients the Aura High Yield SME Fund,
with a history of delivering reliable monthly income from a unique mix of
online lending platforms in Australia.

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Popular & Featured

May 9, 2022

Sky News; Markets remain difficult to predict

By Roger Montgomery

Roger joined Sky News Business Editor Ross Greenwood on Thursday to discuss markets. Markets are set to remain volatile and difficult to predict on a day-to-day basis. A lot of companies have benefitted from what we call the COVID pull-through, so there’s a lot of COVID-related demand that was brought forward.
May 5, 2022

Taking advantage of the bears

By Roger Montgomery

With market indices sliding, the bears are emerging from their hibernation to shout ‘I told you so’. Markets, especially equity markets, inevitably journey through periods of negative returns, so eventually, the bears must be correct.
May 4, 2022

Why Coles should benefit as food inflation starts to bite

By Stuart Jackson

Suddenly we’re all talking about inflation – particularly food inflation, which has been spurred on by the recent floods. This ‘new normal’ should play well for the value end of food retailing, where the likes of Coles, Woolworths and Aldi are likely to grow market share at the expense of pricier retailers like Metcash.
March 1, 2022

Getting real about Interest Rates and Inflation

By Polen Capital

With the new year underway, much attention has been centred on the fact that U. S. inflation hasn’t been this high since the early 1980s. In addition, expectations of tighter monetary policy have cast a cloud of uncertainty over equity markets, igniting bouts of volatility.

Learn About Investing

In this section we explore investing basics, common themes and information to help guide your investing journey. 

The information provided is general information only. The information does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided in this document and consider seeking advice from a financial adviser if necessary.
May 3, 2022

An undiscovered yield opportunity

By Brett Craig

Small and Medium Enterprises (SMEs) have long been neglected by the banking sector in Australia. The amount of data required to assess the credit, application processing time and associated costs of processing has meant that the banks have pushed SMEs towards real estate backed loans. This does not suit the SMEs in many cases.
May 2, 2022

Polen Capital’s new form of ‘value investing’

By Polen Capital

Polen Capital has an enviable track record of delivering overall out-performance and averaging double-digit annual returns for more than 33 years. Headquartered in Boca Raton in Florida, USA, the firm manages $80 billion in assets. The Inside Investor recently met with Simon Gregory and Paul Williams from the Polen Capital investment team to discuss the “Polen style” of investing.
February 16, 2022

Inflation, interest rates and equities: the big question

By Roger Montgomery

In this video Roger addresses the question on all investors’ minds around the interaction of inflation, short term interest rates and equities. If consensus expectations of inflation and interest rates are wrong this presents a great opportunity to purchase stocks whose PEs have contracted.

Latest Insights

May 19, 2022

The retailers that should weather the coming economic storm

By Stuart Jackson

Conditions are about to get tougher for retailers as they face a perfect storm of falling incomes, galloping inflation, and rising interest rates.   These impacts will crimp the discretionary spending power of many people. The one exception could be the under 25-year-old Gen Z demographic, who have fewer non-discretionary costs than other age groups.
May 17, 2022

Polen Capital Global Growth portfolio updates

By David Buckland

In their laser like focus on competitively advantaged global companies, the team running the Polen Capital Global Growth Fund, led by Damon Ficklin and Jeff Mueller, have used the recent market weakness to increase the portfolio weighting for Amazon, Automatic Data Processing and Siemens Healthineers at attractive prices. Amazon. com, Inc.
May 11, 2022

Polen Capital Emerging Markets Q12022 Market Commentary

By Polen Capital

  In this video Damian Bird highlights portfolio movements during the March quarter. A new position was added, TSMC, Taiwan’s leading semiconductor foundry. For more than 20 years, the company has delivered returns on its internally invested capital of approximately 20 per cent well in excess of its cost of capital.

Media Clips

May 9, 2022

Sky News; Markets remain difficult to predict

By Roger Montgomery

Roger joined Sky News Business Editor Ross Greenwood on Thursday to discuss markets. Markets are set to remain volatile and difficult to predict on a day-to-day basis. A lot of companies have benefitted from what we call the COVID pull-through, so there’s a lot of COVID-related demand that was brought forward.
April 12, 2022

Ausbiz: Hop onboard the unstoppable EV trend

By Roger Montgomery

In this interview for ausbiz Roger discusses whether it is too late to get on board the lithium train. Lithium stocks have come off a little over the past few days, but is it too late to get on board? Regular readers will know about the forthcoming shortage of lithium, the decarbonisation investment theme and the Electric Vehicle revolution.

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At Montgomery, we’re independent thinkers who look past market noise to focus on the long-term prospects for companies. We don’t follow the herd. Subscribe now to receive our articles, whitepapers and insights.

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