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

July 21, 2022

Why did Megaport’s share price jump 23%?

By Gary Rollo

  Megaport (ASX:MP1) was the ASX’s star performer yesterday jumping 23 per cent on the close following a trading update that clearly surprised many in the market. I joined Roger to discuss why it is a holding in the Montgomery Small Companies Fund and identify the two big messages in the release yesterday.
July 20, 2022

Could a credit crunch be more important than a recession?

By Roger Montgomery

I have just penned my next column for The Australian Wealth section this weekend. In the article I explain how different definitions of recession are common and yet largely irrelevant for today’s equity investor. Some say its two quarters of negative growth. If that’s the case, then the Atlanta Fed’s GDPNow tool is predicting the U. S.
July 13, 2022

Dirty little thing called growth and why I think Symbio is good value

By Gary Rollo

Like in most market downturns, small cap growth stocks are being punished hardest by a market that now views growth as a dirty word. This is great news for investors, as it creates opportunities to invest in businesses whose share price decline is due to changing sentiment rather than deteriorating fundamentals.

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.
June 20, 2022

Q&A: The global opportunity with smaller, burgeoning companies

By Polen Capital

The global small and mid-cap (SMID) space is a vast and inefficient universe of opportunity where disciplined research can be an edge. We aim to deliver a differentiated portfolio that avoids the common pitfalls of smaller cap investing by applying a high-quality approach to this compelling asset class.
June 15, 2022

A Tale of two market machines

By Polen Capital

While several factors can affect stock prices, Polen Capital believe long-term returns are ultimately driven by sustainable earnings growth. A Metaphor for Investors and Speculators In a 1987 letter to Berkshire Hathaway shareholders, Warren Buffett stated that “in the short run, the market is a voting machine but in the long run, it is a weighing machine.
May 26, 2022

Introducing private credit and the Aura High Yield SME Fund

By Brett Craig

In this presentation I introduced private credit as an emerging asset class for investors seeking reliable income. The Fund’s proven track record of capital preservation even throughout periods of asset price volatility, highlights the key role private credit can play in an investor’s portfolio. 

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.

Latest Insights

July 21, 2022

Why did Megaport’s share price jump 23%?

By Gary Rollo

  Megaport (ASX:MP1) was the ASX’s star performer yesterday jumping 23 per cent on the close following a trading update that clearly surprised many in the market. I joined Roger to discuss why it is a holding in the Montgomery Small Companies Fund and identify the two big messages in the release yesterday.
July 21, 2022

Investing in the age of transformation

By Polen Capital

Over the past two years, the evolution of the pandemic has been the leading force dictating the path of the global recovery. Despite the many challenges still present, Polen Capital believe that several secular trends that were already in motion before COVID-19 will continue to shape the world around us and play an important role in defining tomorrow’s leading businesses. In this whitepaper, Polen Capital look at what they view as some of the most important secular growth themes that may reshape the world over the next decade.

Media Clips

July 20, 2022

ABC Nightlife: Is Australia heading into recession?

By Roger Montgomery

Roger joined Philip Clark on ABC Nightlife to discuss recession and inflation. With the costs rising for food, petrol and energy along with interest rates also going up, is the economy about to enter a recession? With the lowest level of unemployment in known memory, are you wondering how can a downturn be imminent?

July 11, 2022

The alternative investment that has outpaced the ASX bull market

By Brett Craig

In this video with LiveWire markets Aura High Yield SME Fund Portfolio Manager Brett Craig introduces you to the fund and explains how it invests across the private debt space in the Australian market. In the five years since inception, the fund has produced consistent monthly positive returns

July 4, 2022

What these top fund managers learnt in 2021/22

By Roger Montgomery

Hans Leee published an article in Livewire where I share what I have learnt after such an unprecedented and remarkable year for markets. Read my thoughts and why I am being patient during this market turmoil.

THINK FOR YOURSELF.
WE DO.

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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