Archive: April, 2019

April 29, 2019

All things Exchange Traded Managed Funds

In December 2017, Montgomery launched the Montgomery Global Equities Fund (Managed Fund) (ASX: MOGL).   The Fund is an Australian registered managed investment scheme and unit trust, where each investor’s money is pooled with other investors’ funds. Each Unit represents an equal share in the net assets of the Fund.
April 26, 2019

How will franking credit changes impact your investments?

By Dean Curnow

At Montgomery, we have a large number of self-funded retirees invested across our suite of investment strategies. Like many others in our readership, they too are nervous about the proposed changes – should the ALP be elected – surrounding the treatment of franking credit cash refunds for those in retirement.
April 15, 2019

The mathematics of long/short

By Christopher Demasi

Over the past few weeks we have had the pleasure of meeting with clients and friends of the firm around Australia and New Zealand. We are fortunate to have such sophisticated advisers and investors as clients. It makes our discussions detailed and insightful. One subject of interest recently was the performance drivers of, and expectations for, long/short funds.
April 15, 2019

How do we determine the cash weighting for The Montgomery Fund? 

By Tim Kelley

We are often asked to explain how we manage the cash weighting, and the most recent market pullback at the end of 2018 provides a useful example to illustrate our approach to managing cash. Most readers will be familiar with the investment philosophy that drives The Montgomery Fund.
April 11, 2019

Do we invest in themes?

By Andrew Macken

In recent weeks we have been asked about thematic investing. We never just buy a theme. But we do love investing with strong thematic tailwinds at our backs. What is important for us, however, is that the theme we are buying is under-appreciated by stock prices.


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