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March 24, 2020

Money News 20.03.2020

By Roger Montgomery

Roger joined Brooke Corte on Money News to share an update on the coronavirus and how markets are holding up throughout this pandemic. At some stage we know that people will travel again, the health issues will end and potentially a vaccine will be developed.
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March 18, 2020

ABC Nightlife – COVID-19

By Roger Montgomery

In this episode of ABC Nightlife Roger joined Philip Clark to discuss what we should expect from markets down due to the coronavirus. People are panic buying in supermarkets and investors are panic selling on the stock market. With the S&P ASX 200 sinking 30 per cent from its all-time high on February 20.
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March 16, 2020

How to navigate turmoil: Don't dump stocks - as long as you have time to recover

By Roger Montgomery

Clancy Yeates published an article in The Sydney Morning Herald which discusses the view investors should take with the current market volatility. Some businesses will be affected directly by coronavirus — such as airports, airlines or travel agents — while other quality companies would emerge from the slump in reasonable shape. Read here.
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March 12, 2020

Coronavirus and a roadmap for infected investing

By Roger Montgomery

In this article for Firstlinks Roger explores the the possible paths the stock market might take in the next few weeks and months. Short-term predictions are a very high risk venture although this too shall pass. Read here.
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March 9, 2020

Why timing is everything in retirement

By Roger Montgomery

Cameron Micallef published an article in Nestegg which discusses Roger’s recent whitepaper and why older Australians who are looking to have a fruitful retirement should carefully consider timing. Read here.  
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March 6, 2020

Roger Montgomery and Stephen Koukuolas speak to The Business

By Roger Montgomery

Roger joined Stephen Koukuolas and Rachel on The Business to discuss the impact the Coronavirus is having on markets. Will we see something worse than the GCF? Or will this pass, and see markets bounce strongly when it does? Either way there will definitely be opportunities for value investors. Watch here.  
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February 28, 2020

Money News 27.02.2020

By Roger Montgomery

Roger joined Janine on Money News to discuss the coronavirus. With Australia leading the world declaring the coronavirus a pandemic, is the worst yet to come? Or will this present opportunities for patient investors?
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February 28, 2020

Sharemarkets could fall 20 per cent on the back of coronavirus fears

By Roger Montgomery

Rod Myer published an article in The New Daily discussing the coronavirus, Rod draws on Roger’s view that not only tourism companies will be impacted now – investors also need to look at others including retailers which may struggle to get their stock in from China. Read here.
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February 28, 2020

The capital value of being Australian

By Andrew Macken

In this article for the Herald Sun Andrew identifies why the most valuable asset for an Australian investor is that they’re Australian.  Irrespective of which government is in power, our nation is by and large a free and democratic one governed by laws. Read here.
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February 28, 2020

Why rain’s no good for our meat prices

By Roger Montgomery

In this article for the Herald Sun Roger discusses why we could see an apocalyptic price increase for steaks and beef sausages if we receive more rain this year. If the prices increase, investors may have underestimated the impact on the revenue side for producers and on the cost side for customers. Read here.
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Invests in 15 to 30 quality global businesses for long-term capital growth. Priced daily. Mirrors the strategy of the Montgomery Global Equities Fund (ASX:MOGL).
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Provides the opportunity to benefit from both the gains of extraordinary businesses and the declines of deteriorating businesses through a global equity active extension strategy, which has the potential to significantly outperform the broader equities market over time. Seeks to generate double-digit annual average returns, net of fees. Daily priced.
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Montaka Global Fund

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Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. By invitation only.
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