Investor Insights

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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October 14, 2022

Which investors didn’t lose money in September?

By Roger Montgomery

  In this week’s video insight Roger identifies how credit income funds work and why most equity investors invest for the growth provided by growing businesses, and they also invest in cash, bonds or hybrids, looking for monthly income and returns that are uncorrelated with their equities and other assets.
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October 13, 2022

Three new buys from the Polen Capital Global Growth Fund

By David Buckland

As many of our readers would know, Montgomery Investment Management has partnered with US-based Polen Capital to manage the investment function of its Global Growth Fund. The Fund has used recent market volatility to add three quality businesses to its portfolio.
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October 12, 2022

Why it might be time to be greedy once more

By Roger Montgomery

Currently, price-to-earnings ratios are at levels unseen since the 2020 COVID sell-off and the Global Financial Crisis. Many quality companies are now ‘on sale’. This is creating an ideal environment for judicious investors to take advantage of mis-priced businesses. During bull markets, investors can only see the positives.
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October 12, 2022

Why I think inflation is heading in the right direction

By Roger Montgomery

With stocks on the rocks, everyone I bump into understandably wants to know if it’s a good time to buy equities – the lure of buying at the bottom is just too great for many to resist.   Of course, I don’t have a crystal ball, but there are signs that inflation is heading in the right direction.
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October 10, 2022

Aura Private Credit: Letter to investors 07 October 2022

By Brett Craig

The Reserve Bank of Australia (RBA) landed on a 25 basis point rise last week, which some are viewing as adopting a “wait and see” approach. The 25 basis point rise last week brought the official cash rate to 2. 60 per cent, the highest rate we have seen in nine years.
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