Investor Insights

Archive: October, 2022

October 28, 2022

How to profit from the decarbonisation theme

By Roger Montgomery

Companies that can profit from the electrification of the planet are grabbing the headlines. And for good reason – in a falling market, their share prices have been heading up. The Montgomery Small Companies Fund holds shares in many of these companies, including Allkem (ASX:AKE), IGO (ASX:IGO), and Pilbara Minerals (ASX:PLS).   And I believe there’s more upside ahead.
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October 27, 2022

Which investments made money in September 2022?

By David Buckland

September was a very tough month for investors with the ASX 300 Accumulation Index down 7. 6 per cent, the Australian Small Ordinaries Accumulation Index down 11. 2 per cent and the MSCI World Accumulation Index in US$ down 9. 5 per cent. Even Government Bonds declined in value with the ASX Australian Government Bond Index losing 1.
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October 25, 2022

Could the strengthening USD trigger a financial crisis?

By Roger Montgomery

Dysfunction, disorderly, crisis, financial shock. These are not the words investors want to hear, but they are increasingly on the minds of some economists, analysts and investors.   So, what factors have led to such a negative outlook? It begins with everything we have written about here at the blog already. The U. S.
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October 24, 2022

Boss energy – a ticket to global electrification

By Michael Gollagher

As many of us know the world has embarked upon a journey to diminish its use of fossil fuels for the production of electricity. Terminology like ‘reducing greenhouse emissions’ ‘targeting net zero’ and ‘decarbonisation’ have become mainstream both in our media and in our daily lives.
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October 21, 2022

Why we own Pro Medicus

By Roger Montgomery

Sean, Alan, Dan and the Australian Eagle team, now running The Montgomery Fund, and The Montgomery [Private] Fund alongside me as co-PM, have held quality healthcare companies for many years due to faster-than-GDP growth and their resilience through most economic environments.
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October 19, 2022

Why Symbio sees a long growth story in the Asian market

By Gary Rollo

  In this video Gary Rollo joined Symbio’s (ASX:SYM) CEO and Co-Founder Rene Sugo to introduce the business and share how the businesses’ telecom software works. Rene also delves deeper into Symbio’s opportunity in Asian markets and the growth prospects there. Transcript Gary Rollo: Welcome to the Montgomery Small Cap CEO Series.
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October 18, 2022

The Montgomery Fund’s investment thesis in Treasury Wine Estates

By Roger Montgomery

As part of Montgomery’s transition with Australian Eagle Asset Management, one of the new companies in The Montgomery Fund and The Montgomery [Private] Fund is Treasury Wine Estates (ASX:TWE). Here I’d share a high-level overview of the thesis for the inclusion of Treasury Wine Estates in the portfolios.
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