Archive: October, 2019

October 3, 2019

Happy Birthday Montgomery Alpha Plus Fund

By Tim Kelley

  In this week’s video insight Tim discusses the revised strategy of our Montgomery Alpha Plus fund.  While one year is too short a timeframe for a meaningful analysis of fund performance, the early signs are encouraging.
October 2, 2019

Rebalancing a portfolio in a volatile market

By Roger Montgomery

As the sharemarket gyrates around record highs, it is easy to conclude that risks are low. In fact, if a simple market truth is observed – that the higher the price you pay, the lower your return – then it must be true that as the market registers new highs, conditions are riskier.

Funds

View all funds