Archive: June, 2021

June 24, 2021

Montgomery Small Companies Fund – Active management in action

By Dean Curnow

What does active management look like in the modern era? There are many ways to assess how active a manager actually is – from comparing their active share (or common holdings) or sector over/underweights versus the index, or the turnover rate of  their underlying  holdings, to name a few.
June 1, 2021

What return can you expect on Freightways shares?

Recently, we wrote about the return a long-term investor might expect to earn buying Australian listed equities at today’s prices. The note, which can be found here, concluded that returns in the region of 7. 5-8 per cent might be a reasonable estimate – somewhat lower than the returns earned in the past.


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