Investor Insights

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.

March 22, 2024

U.S. stocks have already jumped 10%. Where are the opportunities for 2024?

By Roger Montgomery

  Have you noticed this year’s improvement in market sentiment? Having intimated its possibility throughout 2023, global equities are now demonstrating a broadly robust rise. Despite economic and geopolitical uncertainty, the Polen Capital Global Growth Fund’s portfolio has also demonstrated striking performance, with expectations for continued success through the cycle.
Read Article
November 16, 2023

How much to retire comfortably?

By Roger Montgomery

There’s some good news for a handful of the approximately 3000 Australians who retire every week, and some more challenging news for others. But, for all retirees, there are at least partial solutions to consider.
Read Article
November 9, 2023

Dividends do not make a good company – Part 2

By Roger Montgomery

With annual general meeting (AGM) season underway, what is becoming clear, yet again, is that great managers are good at two things. The first is running the business, the second is allocating capital. Some might be able to run a business, but many managers are incompetent at allocating capital.
Read Article
November 6, 2023

Dividends do not make a good company – Part 1

By Roger Montgomery

I once relished receiving my dividend when they were sent as cheques in the mail. I liked tearing along that perforated line and took delight in those that were especially large in comparison to the price I had paid for the shares.
Read Article
September 28, 2023

Retirement planning assumptions and solutions

By Roger Montgomery

Recently, Morningstar’s director of personal finance, Christine Benz, penned an insightful note explaining some common and dangerous assumptions individuals make when planning for retirement. In addition to sharing a fondness for the early 1970s sitcom The Odd Couple, Christine outlines what I believe are indeed perilous beliefs.
Read Article
September 15, 2023

How do we calculate total returns?

By David Buckland

This blog provides investors with an explanation of how total return figures are calculated for the Montgomery Small Companies Fund. Importantly it is worth knowing the investment returns are not generated by Montgomery Investment Management. Fundhost Limited is the Independent Administrator and Responsible Entity of the Montgomery and Polen Capital Funds and is responsible for all the calculations.
Read Article
September 6, 2023

The three-bucket strategy for building a retirement portfolio

By Roger Montgomery

What’s the best way to build a robust retirement portfolio that can ride out market fluctuations and provide steady and dependable income? Back in the 1980s, renowned U. S. financial strategist, Harold Evensky, devised what we believe is a smart approach. He called it the ‘Bucket strategy’.
Read Article
July 20, 2023

Why you should ignore the economic noise

By Roger Montgomery

Right now, I think many investors are spending too much time focusing on whether a recession is imminent and how many more interest rate rises are likely before the Reserve Bank of Australia (RBA) taps out.
Read Article
July 11, 2023

Value investing? Don’t follow Ben Graham

By Roger Montgomery

Over the years, there has been some confusion about our approach to value investing. And even though a majority of my 2010 book, Value. able discussed the importance of identifying quality businesses, which included a company’s bright prospects for growth, many investors and commentators have been fixated on the value component of the philosophy.
Read Article
April 20, 2023

A note to young investors part 2: How to invest in quality growth stocks

By Roger Montgomery

In part one of this note to young investors, I set out the reasons why I think young investors should steer clear of index funds and instead invest in high-quality, growing companies.  So, the question is: how to find and invest in these companies? Well, one obvious way is to invest in these companies directly.
Read Article
Previous Page Next Page

Funds

View all funds

Digital Assets

Australian Equities

Income