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

November 22, 2022

Will ResMed' share price continue to rise long-term?

By Roger Montgomery

ResMed (ASX:RMD) is an Aussie-grown international success story. Now based in San Diego, it’s the world leader in the Sleep Disordered Breathing market, providing devices for treating sleep apnea, chronic obstructive pulmonary disease, and other respiratory conditions. RMD’s share price has grown a whopping 3,800 per cent since listing in 1999, and we’re confident there’s more growth to come.
November 11, 2022

Big days in small companies

By Roger Montgomery

Overnight, U. S. stocks posted their strongest rally in years, after the country’s October consumer price data provided further confirmation inflation has indeed peaked. These are big moves that investors cannot afford to miss, which is why we will continue to generally advise being greedy when others are fearful.
November 7, 2022

A framework for making good investment decisions

By Roger Montgomery

Warren Buffet has famously advised that “To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights or inside information. What’s needed is a sound framework for making decisions and the ability to keep emotions from corroding that framework. ” In this article, I’ve provided a basic framework to help you make sound investment decisions.
November 2, 2022

IMDEX’s shifting business model

By Dominic Rose

  In this week’s video insight IMDEX’s (ASX: IMD) CEO Paul House joined Dominic Rose to discuss the businesses recent first quarter FY23 result. The result showed stronger revenue growth than the market was expecting despite all the macro doom and gloom. Paul House also discusses the businesses shifting business model and new products.

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 17, 2022

Quality’s performance across the business cycle

By Polen Capital

Quality stocks have been shown in studies to have robust historical performances. 1 This analysis takes a deeper look into the Quality factor’s performance by breaking out its history into the four stages of the business cycle: Early, Mid, Late, and Recession.
November 11, 2022

Big days in small companies

By Roger Montgomery

Overnight, U. S. stocks posted their strongest rally in years, after the country’s October consumer price data provided further confirmation inflation has indeed peaked. These are big moves that investors cannot afford to miss, which is why we will continue to generally advise being greedy when others are fearful.
November 7, 2022

A framework for making good investment decisions

By Roger Montgomery

Warren Buffet has famously advised that “To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights or inside information. What’s needed is a sound framework for making decisions and the ability to keep emotions from corroding that framework. ” In this article, I’ve provided a basic framework to help you make sound investment decisions.
October 31, 2022

Three timeless lessons for long-term investing

By Roger Montgomery

With the market well off its highs, it’s a wonderful time to buy shares in high quality businesses at beaten-down prices. And as I make my purchasing decisions, I like to bear in mind a few timeless lessons to help me avoid common investment mistakes. Let me share them with you.

Latest Insights

November 25, 2022

Aura Private Credit: Letter to investors 25 November 2022

By Brett Craig

This week, Governor Philip Lowe gave an address on inflation in a rapidly evolving economic environment. ​ RBA speech on price stability, the supply side and prosperity1 ​ ​In this week’s address, the Governor’s key topic was inflation.
November 24, 2022

Three great retail stocks to keep an eye on

By Roger Montgomery

  In this week’s video insight Roger suggests a repeatable way to invest, in a sector of the Australian stock market, that appears to have provided excellent returns to those who have applied it in the past. That sector is retailers, and there are three companies that should be on your watch-list.
November 22, 2022

Will ResMed' share price continue to rise long-term?

By Roger Montgomery

ResMed (ASX:RMD) is an Aussie-grown international success story. Now based in San Diego, it’s the world leader in the Sleep Disordered Breathing market, providing devices for treating sleep apnea, chronic obstructive pulmonary disease, and other respiratory conditions. RMD’s share price has grown a whopping 3,800 per cent since listing in 1999, and we’re confident there’s more growth to come.

Media Clips

November 24, 2022

What the private credit boom means for investors

By Roger Montgomery

In this article for Firstlinks Roger discusses the Private credit asset class. Your bank has been lending to SMEs for a century and now they’re pulling back, opening the opportunity for others, previously you had to own bank shares to see some of the returns from SME lending. Private credit funds now provide direct access to this income stream and growing asset class. So what should investors look for?

November 23, 2022

Why you should add Private Credit to your portfolio

By Roger Montgomery

In this interview on Ausbiz Roger covers why Private Credit is a great addition to investors’ portfolios. Private credit is one-way businesses raise capital. Access to finance is essential for SME growth and unlike private equity, where investors contribute funds in exchange for a shareholding in the business, in private credit, investors provide loans and receive interest payments in return.

November 15, 2022

Oil, shares and Australian dollar rally as growth to the rescue

By Roger Montgomery

Vesna Poljak published an article in the Australian Financial Review discussing how US CPI came in at a lower-than-expected annual increase of 7.7 per cent in October, a better outcome than forecast by economists. Vesna draws on Roger’s thoughts on how bull markets tend not to be sustained when rates are still rising.

November 9, 2022

How to be an investor in the ETF and managed fund worlds

By Roger Montgomery

Rod Myer published an article in The New Daily discussing why investing in an ETF is not a magic formula for success. Rod draws on Roger’s thoughts on why you want to be investing in a theme that is unpopular or when investing overall is unpopular.

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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