Investor Insights

February 7, 2023

Why I steer clear of whisky – and distillers

By Roger Montgomery

Just how do you value a company like Lark Distilling (ASX:LRK), whose main asset (award-winning Tasmanian whisky) is locked up for years, but increases in value as it matures. The answer: it’s hard. Alcohol. While for many it’s a source of great pleasure, for others it’s a quandary.
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February 6, 2023

Aura Private Credit: Letter to investors 06 February 2023

By Brett Craig

Authorised Deposit-taking Institutions have been looking into how to incorporate the same underwriting technology that many fintech/non-bank lenders already have for some time now, with the intention of utilising the technology on unsecured SME credit.

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February 6, 2023

Why I’m cautiously optimistic about 2023

By Roger Montgomery

A number of commentators are calling the current rebound in global markets a ‘dead cat bounce’. Veteran fund manager, and famous ‘perma-bear’, Jeremy Grantham, has even warned that stocks could plunge a ‘stomach-churning 50 per cent’ from here. But I’m not so sure. I think there are plenty of reasons to be cautiously optimistic about the year ahead.
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February 2, 2023

Montgomery Investment Management offers a long-short strategy with impressive capital growth and outperformance over six years

By Roger Montgomery

Montgomery Investment Management (Montgomery), through its partnership with Australian Eagle, is pleased to announce retail investors can now access the Australian Eagle Trust, Long Short Fund. The Australian Eagle Trust, Long Short Fund (The Fund) is an open-ended, Australian-registered managed investment scheme with a minimum investment of $20,000.
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February 2, 2023

Wonderful companies at wonderful prices?

By Polen Capital

“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price. ”1 This well-worn adage from Warren Buffett has guided our investment approach for over thirty years and is the title of a piece we published in 2018. 2 Given recent market conditions, we’ve chosen to revisit this concept.
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February 1, 2023

Australian small companies outlook for 2023

By Michael Gollagher

Having not long finished the festive season and commenced a new year, many of us take the moments shortly after to reflect on the year that was, and also consider what we would like to see in the year ahead. With that in mind I thought I would take a look back at 2022.
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January 31, 2023

My top picks in the resources sector

By Gary Rollo

  In this week’s video insight Gary and David discuss how the reopening of China is having a positive impact on the resources sector, specifically copper. The Montgomery Small Companies Fund is currently overweight industrial metals and Gary shares three stocks we like in this space as well as three lithium producers that we think have bright prospects.
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January 30, 2023

A $9 billion Opportunity for Non-bank SME Lenders

By Brett Craig

The conclusion of the Term Funding Facility and conclusion of the Federal Government Coronavirus SME Guarantee Scheme means approximately $9 billion of SME credit will require refinancing by Australian non-bank lenders over 2023 and 2024.

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January 27, 2023

Aura Private Credit: Letter to investors 27 January 2023

By Brett Craig

This week, the December 2022 quarterly Consumer Price Index (CPI) reported the fourth consecutive quarter to show a rise greater than any seen since the introduction of GST in 2000. With the persistent inflationary pressure not yet showing any signs of slowing, further RBA rate rises are certainly on the cards.
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January 27, 2023

Why Polen Capital exited these positions in the December 2022 Quarter

By Polen Capital

2022 was a challenging year in the market, particularly for growth stocks, and now we enter 2023 with the consensus expectation for a recession. Portfolio activity for the Polen Capital Global Growth Fund picked up during the fourth quarter of the year. Four long-term holdings were sold during the December 2022 quarter – Nike, Adidas, Starbucks, and Meta Platforms.
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January 25, 2023

Could Newcrest Mining be ready to bounce?

By Sean Sequeira

The share price of Australia’s leading gold miner, Newcrest Mining (ASX:NCM), has been somewhat disappointing for the last few years. That could soon change if the recent recovery of gold price continues, recent corporate actions start to bear fruit and if investors start to take note of the company’s significant copper assets.
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