Investor Insights

February 7, 2020

Two reasons this bull market is set to continue

By Roger Montgomery

Since early 2009, soaring global markets have made shares an extremely rewarding place to invest. With profits likely to keep recovering, and interest rates and inflation likely to stay low, I see no reason why this bull market will not continue.
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February 4, 2020

What should we expect from BHP and RIO in 2020?

  In this week’s video insight Joseph takes a look at the outlook for the two major miners, BHP and Rio Tinto. Generally speaking 2019 was a positive year for the miners, BHP posted a total return of 25 per cent, while Rio Tinto’s performance was even more impressive with a total return of 41 per cent.
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February 4, 2020

It’s time to focus on quality global businesses

By Roger Montgomery

Rallying markets have raised the valuations of many businesses, possibly to unsustainable levels. To my mind, it’s made one thing clearer than ever: investors need to bulk up on high quality Australian and global businesses, like CSL, Microsoft and Vivendi. I recently talked about the gravitational force exerted on asset prices and values by interest rates.
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February 3, 2020

What’s behind the weak performance of quantitative investing?

Equity markets have been very kind to investors in recent years, with stock indices setting new records in Australia and overseas. Notwithstanding some episodes of turbulence along the way, these good results continue a decade-long run of mainly positive returns following the depths of the GFC in early 2009.
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January 17, 2020

Montaka’s fourth quarter update

  In this video Andrew shares a summary of Montaka’s Q4 2019 letter to investors. Discussing the view that the world is favourable for equities at the moment with monetary policies highly accommodative around the world. Andrew also shares a holding in the portfolio – Floor & Decor.
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January 13, 2020

What should we expect from the big four banks in 2020?

  In this week’s video insight Stuart reviews the banks performance in 2019. The banks have endured a turbulent few of years and 2019 was no different, generating a total return of 9. 5 per cent for the calendar year, less than half that of the broader market return of 23. 8 per cent.
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December 18, 2019

Infrastructure assets for the digital economy – Data Centres

By Gary Rollo

  Technology was once a major competitive advantage for large companies, today that’s no longer the case, smaller companies can now compete on a level technology playing field thanks to Cloud Computing and the Digital Economy.   It’s why we believe that small companies represent an attractive area for investing.
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December 16, 2019

2019 – the year in review

With the year coming to a close, I thought it would be interesting to look at 2019 in terms of some of the movements we saw in the ASX300 and its constituents.
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December 12, 2019

IMDEX a true innovator – how is technology leading growth?

By Gary Rollo

  IMDEX Limited (ASX:IMD) is a mining services company with solid leverage to gold exploration and development activity. The key attraction for us is the strong IP within the business. Incoming Chief Executive Officer, Paul House shares the exciting pipeline of new technologies.
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December 11, 2019

Medibank ‘insuring’ growth

By Roger Montgomery

Medibank Private (ASX:MPL) is a long term holding in The Montgomery Fund and The Montgomery [Private] Fund with our investment case being partly based on superior investment in productivity, thanks to scale, that delivers both a functionality and cost advantage over its competitors.
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December 10, 2019

A step change for Adairs

By Dominic Rose

As small cap investors, we are constantly seeking money-making opportunities arising from change events. We look for the emergence of specific structural or cyclical factors which have the potential to open up new markets, drive earnings higher or alter market perceptions about business quality or valuation.
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