In this section we explore investing basics, common themes and information to help guide your investing journey. 

The information provided is general information only. The information does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided in this document and consider seeking advice from a financial adviser if necessary.

November 17, 2022

Quality’s performance across the business cycle

By Polen Capital

Quality stocks have been shown in studies to have robust historical performances. 1 This analysis takes a deeper look into the Quality factor’s performance by breaking out its history into the four stages of the business cycle: Early, Mid, Late, and Recession.
November 11, 2022

Big days in small companies

By Roger Montgomery

Overnight, U. S. stocks posted their strongest rally in years, after the country’s October consumer price data provided further confirmation inflation has indeed peaked. These are big moves that investors cannot afford to miss, which is why we will continue to generally advise being greedy when others are fearful.
November 7, 2022

A framework for making good investment decisions

By Roger Montgomery

Warren Buffet has famously advised that “To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights or inside information. What’s needed is a sound framework for making decisions and the ability to keep emotions from corroding that framework. ” In this article, I’ve provided a basic framework to help you make sound investment decisions.
October 31, 2022

Three timeless lessons for long-term investing

By Roger Montgomery

With the market well off its highs, it’s a wonderful time to buy shares in high quality businesses at beaten-down prices. And as I make my purchasing decisions, I like to bear in mind a few timeless lessons to help me avoid common investment mistakes. Let me share them with you.
October 26, 2022

Australian Eagle’s risk management process

By David Buckland

The Montgomery team attended a presentation from Mark Oliver, Head of Risk, at Australian Eagle Asset Management on Thursday, and were very impressed with the institutional grade Investment and Risk Management process. To remind readers the Australian Eagle “Long-Only” Strategy which was launched in February 2005 has delivered a compound annual average return of 11.
October 20, 2022

What does the Australian Eagle team mean by quality?

By Roger Montgomery

  In this video Sean Sequeira joins me to discuss how we define quality for the companies held in The Montgomery Fund portfolio. Sean identifies the importance of quality when investing and how Australian Eagle Asset Management determine the quality of a business.
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.
October 7, 2022

Aura Group’s private credit track record

By Roger Montgomery

  In this video, Brett Craig and Roger Montgomery discuss why private credit has been the preserve of high-net-worth investors, and why the banks pulled away from lending small amounts over the short term to small and medium businesses.
September 15, 2022

A look at The Montgomery Fund's future

By Roger Montgomery

With Sean, Alan and Dan, from Australian Eagle, having now planted their feet firmly under the desks here at the Montgomery offices in Castlereagh Street, I thought it was time I share some more of the reasoning behind our partnership.
September 9, 2022

Brett Craig introduces private credit and the Aura Core Income Fund

By Roger Montgomery

  In this video, Brett Craig and Roger Montgomery introduce private credit, the opportunity it offers for stable monthly income while seeking to preserve capital, why SMEs seek funding outside of the main banks, where the Aura Core Income Fund invests and how it makes a return for investors. TRANSCRIPT Roger Montgomery: I’m Roger Montgomery from Montgomery Investment Management.
September 8, 2022

The people behind the process - Sean Sequeira

By Scott Phillips

As we broaden out the expert teams partnering with Montgomery, I take the opportunity to talk with Sean Sequeria the Chief Investment Officer and Portfolio Manager from Australian Eagle Asset Management. I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick.

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