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.

April 6, 2021

What is happening in growth vs value investing?

By Tim Kelley

In the past we have commented several times on the relative performance of value vs growth investing, including this article from the middle of last year, which highlighted the miserable experience of traditional “value” investors in recent years, and the potential for a more positive experience going forward.
February 15, 2021

SMSF cost analysis

By Scott Phillips

The success of the Australian superannuation system, envied by most governments around the world has now grown to encompass close on $3 trillion of assets. This is broadly split between three different types of fund – Public Sector/Industry/ Corporates, Retail and Self Managed Super Funds (SMSF).
January 29, 2021

How are fees charged in a managed fund?

By Dean Curnow

A new year has been celebrated at the Montgomery office, and with the New Year we thought we would revisit one of the most frequently asked questions from prospective investors: how are fees charged in your managed funds? Whilst obvious to some, the raft of investment strategies out there and the addition of exchange traded funds (ETFs) have made the question…
January 19, 2021

Five ways to build investment portfolios amid growing inequality

By Andrew Macken

Most investors are aware that COVID-19 is accelerating economic forces such as indebtedness, low interest rates and asset price inflation. But there is perhaps less awareness of another powerful trend that COVID is also accelerating: the ‘Gilded Age’-style economic inequality that has been emerging in recent decades.
October 2, 2020

Investment and speculation

By George Hadjia

For centuries there have been speculators hoping to find the path of least resistance to wealth and riches. Stock markets as an asset class have proven potential to create immense wealth, but are an open arena for both the speculator and investor.
September 29, 2020

What do low interest rates mean for equity markets?

By Tim Kelley

The last 30-40 years has seen a dramatic shift down in interest rates for much of the developed world. For example, the ten-year government bond yields in Australia and the US have declined from around 14 per cent in the early 80s to more recently lie somewhere not unadjacent to zero.
September 21, 2020

Why value investing makes sense

By George Hadjia

While there are a number of strategies to make money in the stock market, the Montaka funds subscribe to a value investing philosophy. But why does this make sense, and why is it likely to lead to favourable investment returns over time? Picture this scenario: you are walking through the supermarket doing the standard weekly grocery shop.
August 26, 2020

The three essential criteria to look for in a business

By Roger Montgomery

Investing isn’t easy. With so many businesses to evaluate, and so many conflicting opinions about them, it can be extremely hard to make sound investment decisions. To help you in your investment journey, here are the three essential criteria we use when looking for outstanding businesses to invest in. Exclusive Content This is exclusive content to subscribers on rogermontgomery.
August 21, 2020

The magic that happens when companies invest in their business

By Roger Montgomery

I love receiving dividends. Who doesn’t? But companies that pay out a high percentage of their profits are actually harming the long-term returns of their investors. Because, when it comes to making a company more valuable, paying out high dividends is no match for ploughing profits back into the business.
August 21, 2020

How to think like an investor – and not a gambler

By Roger Montgomery

If gambling on shares is your thing, then perhaps this blog is not for you. On the other hand, if what you want are sustainable, growing returns – over the long term – then read on.   Because, below, I set out some simple steps to help you make better investment decisions.


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