Investor Insights



Montgomery Investment Management is pleased to announce it has partnered with Polen Capital to make two Polen Capital global growth strategies available to a broad range of Australian investors for the first time.


Popular & Featured

April 19, 2021

Where next for Telstra?

By Tim Kelley

In June 2018, Telstra (ASX:TLS) announced its Telstra2022 strategy, aimed at simplifying its operations and product set and reducing its cost base.

April 8, 2021

How to profit from the boom in batteries

By Roger Montgomery

According to Roskill Information Services, demand for lithium-ion batteries will increase more than ten-fold over the decade to 2029. This will inevitably lift demand – and prices – for the minerals required to make the batteries. And this should put some Australian miners in the box seat to profit from the next energy revolution.

March 31, 2021

Why small companies have big potential: webinar recording

Portfolio Managers Gary Rollo and Dominic Rose provided an introduction to their investment philosophy and process which ultimately seeks to invest across the growth spectrum in three core areas: Stable Compounders, Tactical Opportunities and Structural Winners.   Through active management during a volatile 2020, the Fund has delivered strong outperformance of 18.

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.
April 6, 2021

What is happening in growth vs value investing?

By Tim Kelley

In the past we have commented several times on the relative performance of value vs growth investing, including this article from the middle of last year, which highlighted the miserable experience of traditional “value” investors in recent years, and the potential for a more positive experience going forward.

February 15, 2021

SMSF cost analysis

By Scott Phillips

The success of the Australian superannuation system, envied by most governments around the world has now grown to encompass close on $3 trillion of assets. This is broadly split between three different types of fund – Public Sector/Industry/ Corporates, Retail and Self Managed Super Funds (SMSF).

January 29, 2021

How are fees charged in a managed fund?

By Dean Curnow

A new year has been celebrated at the Montgomery office, and with the New Year we thought we would revisit one of the most frequently asked questions from prospective investors: how are fees charged in your managed funds? Whilst obvious to some, the raft of investment strategies out there and the addition of exchange traded funds (ETFs) have made the question...

Latest Insights

April 20, 2021

Five key stocks in our Small Companies Fund

By Roger Montgomery

The Montgomery Small Companies Fund is diversified across the spectrum of growth. It includes Stable Compounders, Tactical Opportunities, and Structural Winners. In this blog, I set out our key holdings in each of these categories. But first, let me explain the categories.   Exclusive Content This is exclusive content to subscribers on rogermontgomery. com.

April 19, 2021

Where next for Telstra?

By Tim Kelley

In June 2018, Telstra (ASX:TLS) announced its Telstra2022 strategy, aimed at simplifying its operations and product set and reducing its cost base.

April 13, 2021

What you need to know about NFTs and the blockchain

By Roger Montgomery

Move over cryptocurrencies. There’s a new kid on the block(chain) – non-fungible tokens (NFTs). And if you’re an investor, you need to know about them. Because there is real money being spent, and fortunes being made. For some people, cryptocurrencies represent all that is wrong with unbridled capitalism, ultra-low interest rates, investor behaviour and even millennials.

April 9, 2021

Inditex, and the return to work boost

By David Buckland

Inditex, short for Industrial de Diseno Textil, is a Spanish multinational clothing company with 6,800 stores in 96 markets worldwide. Brands include Zara, Bershka, Massimo Dutti, Pull&Bear, Stradivarius, Oysho, Zara Home and Uterque. Like most clothing retailers, revenue in the year to February 2021 was hard hit by COVID-19 at E20. 4 billion (US$24. 1 billion).

Media Clips

March 5, 2021

Montgomery IM partners with Polen Capital

By Roger Montgomery

Oksana Patron published an article in Money Management discussing the launch of two Polen Capital Funds in partnership with Montgomery Investment Management. Montgomery entered into this partnership after extensive due diligence and have been particularly impressed by Polen Capital’s investment performance, employee-owned culture and commitment to making ESG analysis a fully integrated part of its investment process. Read here.

March 5, 2021

Montgomery launches two global strategies

By Roger Montgomery

Karren Vergara published an article in Financial Standard discussing Montgomery’s partnership with Polen Capital and the upcoming launch of two of Polen Capital’s growth strategies for local clients. Read here.


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