Investor Insights

There comes a point in our lives where we are exposed to the thought or process of retiring. It could come one day when we open our annual superannuation statement.

Here at Montgomery, we’ve always believed that partnerships are the backbone of wealth creation. It’s why, together with our key executives David Buckland, Chief Executive Officer and Scott Phillips, Head of Distribution, I have made it my job to identify and partner with those we believe can deliver exceptional outcomes for you.

The question, ‘my parents are cash-strapped, so why don’t they sell their house? ’ is a familiar topic of discussion among us, Gen X’ers, aged between 43 and 59 in 2024.

  In this week’s video insight, I am joined by Gary Rollo and Dominic Rose, portfolio managers of the Montgomery Small Companies Fund, as they celebrate the fund’s five-year milestone. They discuss the fund’s impressive performance, having delivered a 9.

  In this week’s video insight, Brett Craig, Director at Aura Credit Holdings, our partner in private credit, and I discuss some common myths surrounding private credit. Together, we explore the evolving landscape of lending to small and medium-sized corporates in Australia, shedding light on the risks, returns, and opportunities.

In this week’s video insight, Brett Craig, Director of Private Credit at Aura Credit Holdings, and I discuss the growing private credit market in Australia and the critical role non-bank lenders are playing in funding small and medium-sized corporates.

In this week’s video insight, I discuss the compelling features of the Aura Private Credit Income Fund. The fund has outperformed the stock market with zero volatility, providing a 9. 64% compounded annual return over seven years, with no negative months, including during the COVID pandemic.

In this video Roger Montgomery celebrates the 7th anniversary of the Aura Private Credit Income Fund, managed by Brett Craig of Aura Credit Holdings.

Amid a hectic reporting week, we offer the following quick takes, highlighting the results of key, high-quality companies.   Cochlear (ASX:COH)  It was Cochlear’s guidance that caught some investors by surprise, particularly those that had set high expectations after 18 months of robust growth.

Back in February, Breville Group’s (ASX:BRG) HY24 results divided the investment community. Despite improved gross margins and efficient cost control measures, revenue fell slightly short of consensus expectations, prompting some analysts to suggest the company should have engaged in more promotional (read: discounting) activity to drive sales. Of course, strategically, this can weaken a brand and its long-term value.

As you know, four-wheel drive (4WD) aftermarket parts and accessories manufacturer, distributor and retailer ARB Corporation (ASX:ARB) is one of the highest A1-quality companies listed on the Australian Securities Exchange (ASX).

Ten years ago, radiology software company Pro Medicus (ASX:PME) was trading at just 86 cents. Yesterday, with a share price of $149, investors have seen their money grow over 17,000 per cent in a decade.