Investor Insights

MONTGOMERY OFFERS A
SECOND INCOME STRATEGY
THROUGH A PARTNERSHIP
WITH AURA GROUP

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. 

 

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Popular & Featured

May 18, 2023

Ausbiz: Why technology and small caps could rally strongly

By Roger Montgomery

I joined Ausbiz to discuss what sectors are worth investigating if the U.S. Federal Reserve cuts interest rates this year. While interest rate cuts could matter in the short term, they ultimately won’t impact the returns of active investors who invest in quality growth businesses.

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May 11, 2023

Will the copper price hit record highs?

By David Buckland

Around 75 per cent of the World’s lithium reserves, according to the U. S. Geological Survey, can be found in Latin America (58 per cent in Chile, Bolivia and Argentina) and Australia (17 per cent). Meanwhile, China currently has 80 per cent of the global refining capacity.
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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 20, 2023

A note to young investors part 2: How to invest in quality growth stocks

By Roger Montgomery

In part one of this note to young investors, I set out the reasons why I think young investors should steer clear of index funds and instead invest in high-quality, growing companies.  So, the question is: how to find and invest in these companies? Well, one obvious way is to invest in these companies directly.
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March 31, 2023

Why you should avoid the siren call of high-dividend stocks

By Roger Montgomery

We’ve been writing a lot about income, and recently I updated some analysis on the importance of investing in growth stocks rather than yield stocks because, over the long run, the pursuit of growth actually produces a better yield. Let me put forward some more reasons why you’re usually better off avoiding the siren call of high-dividend paying stocks.
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March 29, 2023

Why profit is important, but cash is king

By Roger Montgomery

Cash flow is the money flowing in and out of a business. It’s what a business needs to fund day-to-day operations and investments, and protect it from financial challenges. And, as we’ve seen with all those ‘profitless prosperity’ companies, it can be the difference between success and failure.
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Latest Insights

June 5, 2023

Aura Core Income Fund by Montgomery

By Roger Montgomery

For many Australian investors today, small steel fabricators can be just as interesting as BHP. Here’s why.   These Aussie businesses are not afraid of hard work. When customers need fabricated steel for residential and industrial construction, they don’t sit around talking, they start cutting and loading.    I love that.
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June 5, 2023

Investing in Aussies who work as hard as you

By Roger Montgomery

Are you seeing these alarming headlines from global consultancies? Some making the big claim that Australia will soon ‘enter a consumer recession. ’ Really? It’s like they know better than actual Australian consumers.   From the indicators I see, Australians are buying and selling with terrific energy.
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May 19, 2023

Two stocks we currently like

By Gary Rollo

  In this week’s video insight I joined Montgomery’s head of distribution Scott Phillips to discuss two stocks we currently hold in the Montgomery Small Companies Fund including insurance broking, underwriting agency and risk management businesses AUB Group (ASX:AUB) and lithium producer Allkem (ASX:AKE). AUB Group falls into the category of stable compounders, those businesses with defensive growth characteristics.
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May 11, 2023

Why Australian Eagle invested in AMP

By Sean Sequeira

Back in the 1960s, AMP Limited (ASX:AMP) built the tallest building in Australia, with magnificent views over Sydney harbour. It was a symbol of the firm’s dominant place within the local financial sector.
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Media Clips

May 18, 2023

ABC Nightlife: Will we see a recession in 2023?

By Roger Montgomery

Roger joined Philip Clark on ABC Nightlife to discuss whether or not we are going to see a recession in 2023. Some economic commentators are predicting a recession for 2023, but are the predictions worth heeding? Are there storm clouds ahead coming from the U. S. banking system that would have a flow-on effect with credit tightening?
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May 18, 2023

Ausbiz: Why technology and small caps could rally strongly

By Roger Montgomery

I joined Ausbiz to discuss what sectors are worth investigating if the U.S. Federal Reserve cuts interest rates this year. While interest rate cuts could matter in the short term, they ultimately won’t impact the returns of active investors who invest in quality growth businesses.

Read Article
May 5, 2023

Ausbiz: Does the RBA need to shock the consumer?

By Roger Montgomery

I joined Ausbiz to discuss whether or not we need to see a tougher stance from the Reserve Bank of Australia (RBA) in terms of interest rate rises. Is inflation going to get back down to the 2-3 per cent target band?

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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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