Archive: November, 2019

November 4, 2019

The power of compounding when rates are low

The new low interest rate world in which we find ourselves is strange. Why does it make sense that an investor should have to pay for the privilege of lending to the German government for 20 years, for example? And yet, the yield on German 20 year bunds is negative – effectively implying exactly this.
November 1, 2019

Is there more upside potential for Avita Medical?

Avita Medical (AVH:AU) is a regenerative medical device company that produces the RECELL device for the treatment of burns. It is a company I have written about previously  and whilst being a recent addition to the Montgomery fund’s portfolios, it has been one of its better performers.


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