Investor Insights


Montgomery Investment Management is delighted to announce its
second fund in partnership with Aura Group.

Montgomery will offer the Aura Core Income Fund which aims to preserve
capital and provide stable monthly income and portfolio diversification through
exposure to a pool of Australian private debt assets predominantly made up of SME loans. 



Popular & Featured

February 5, 2024

Aura Core Income Fund awarded ‘Very strong’ Investment Rating

By Scott Phillips

Private credit is increasingly capturing the attention of investors seeking regular income and capital stability, without the volatility or capital growth commonly associated with public equity or property markets. The Aura Core Income Fund, managed by our expert partner, Aura Credit Holdings, offers retail investors an opportunity to access private credit.
February 5, 2024

Boss Energy' share price rises amidst surging uranium price

By David Buckland

The price of uranium has jumped from U. S. $20/lb. in January 2018 to U. S. $40/lb in January 2022 to U. S. $90/lb in January 2024. Boss Energy (ASX: BOE), with its strategic market position and two significant projects, is poised to capitalise on this upward trajectory.
January 30, 2024

February 2024 reporting season calendar

By Roger Montgomery

As we delve into the February reporting season, investor focus shifts to company profits and identifies sectors and companies anticipating earnings growth. This period can be marked by volatility in share prices, contingent upon whether companies exceed or fall short of expectations.

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.
November 16, 2023

How much to retire comfortably?

By Roger Montgomery

There’s some good news for a handful of the approximately 3000 Australians who retire every week, and some more challenging news for others. But, for all retirees, there are at least partial solutions to consider.
November 9, 2023

Dividends do not make a good company – Part 2

By Roger Montgomery

With annual general meeting (AGM) season underway, what is becoming clear, yet again, is that great managers are good at two things. The first is running the business, the second is allocating capital. Some might be able to run a business, but many managers are incompetent at allocating capital.
November 6, 2023

Dividends do not make a good company – Part 1

By Roger Montgomery

I once relished receiving my dividend when they were sent as cheques in the mail. I liked tearing along that perforated line and took delight in those that were especially large in comparison to the price I had paid for the shares.

Latest Insights

February 23, 2024

Altium: An extraordinary roller coaster over its 25-year listed history 

By David Buckland

In this weeks video insight, David takes us through Altium Limited’s (ASX:ALU) 25-year listed history, marked by a recent bid from Renesas Electronics Corporation valuing it at AU$9. 1 billion. From highs of $6. 70 per share in 2000 to a record low of $0. 09 per share in 2011, Altium has experienced significant fluctuations.
February 21, 2024

Megaport half yearly: A solid, albeit pre-announced result

By Roger Montgomery

Megaport (ASX:MP1) announced its half-yearly results on Tuesday. As the numbers were largely pre-reported at the company’s previous second-quarter announcement on 30 January, they were considered ‘in-line’ with expectations. Megaport’s total revenue for the first half of FY24 came in at $95. 1 million, up $24. 4 million or 35 per cent, compared to the prior corresponding period.
February 21, 2024

Altium’s share price soars on take-over bid

By David Buckland

Altium Limited (ASX:ALU) was floated on the ASX in August 1999 at $2. 00 per share, and the market bought into the excitement by driving up the share price to $6. 70 by March 2000. 11 years later, the company was going through enormous pain, and this saw the Altuim share price crash to $0.

Media Clips

February 21, 2024

ABC Nightlife – Forecasts for 2024 and reporting season updates

By Roger Montgomery

In this week’s ABC Nightlife interview, I joined Phillip Clark to kick off the year and make some forecasts for 2024. We also discussed the latest news from this reporting season. You can listen to the full interview here: ABC Nightlife – Forecasts for 2024 and reporting season updates
February 9, 2024

ABC The Business: What will reporting season tell us about the economy?

By Roger Montgomery

This week, I joined ABC’s The Business to discuss the anticipated challenges and strategies for Corporate Australia during the upcoming reporting season. Focusing on the banking sector, I particularly highlight Commonwealth Bank, underscoring the escalated competition’s effect on net interest margins, especially in the context of an uptick in distressed sales.
January 30, 2024

Ausbiz – Australia' emerging $500 billion private credit opportunity 

By David Buckland

In my recent interview with Ausbiz, I discussed the opportunity for private credit, with the Reserve Bank of Australia identifying that it is a $500 billion opportunity. The brief loan durations and monthly pricing in the private credit sector offer investors flexibility and the potential for returns, ranging from 7. 5 to 9. 5 per cent annually.
January 12, 2024

Ausbiz – Why you should invest in the uranium sector in 2024

By David Buckland

In my recent interview with Ausbiz, I discussed the surging appeal of uranium given global decarbonisation efforts. Is there an investment opportunity here for 2024? Learn more on the shift in focus to the U. S. and Canada due to their stable uranium production, in a hope of reducing the dependency on Russia and other countries.


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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