Investor Insights

May 10, 2021

Four fruitful themes show plenty of juice in the market

By Roger Montgomery

In this article for Firstlinks Roger discusses why 2021 has the potential to be a great year for equities. Since the beginning of the year, the S&P500 is up more than 11 per cent, the NASDAQ 8.5 per cent, and the S&P/ASX200 6 per cent higher. There are several themes with investment merit. 

April 28, 2021

ABC Nightlife – temporary spike in inflation

By Roger Montgomery

In this episode of ABC Nightlife Roger joined Philip Clark to discuss the current state of the economy and markets. Equity markets have enjoyed a solid start to the year with Australian shares up this year around 6 per cent and US shares up around 10 per cent. What are the best sectors of the market to focus on? And will we see a temporary spike in inflation?

April 20, 2021

10 experts reveal their top investing tip for beginners

By Andreas Lundberg

Maria Bekiaris published an article for Canstar which identifies top tips from 10 experts for anyone investing in shares or ETFs for the first time. Andreas discusses diversification and why a beginner investor should spread their holdings to some extent but also keep in mind that excess diversification does not reduce portfolio risk. 

April 8, 2021

Inside the deal: How Airtasker was primed to pop

By Gary Rollo

Yolanda Redrup published an article in the Australian Financial Review discussing Airtasker’s decision to list on the ASX. As part of a non-deal roadshow prior to Christmas, Airtasker sought advice from Gary Rollo, and as quoted by the Australian Financial Review noted the first point of call was Gary Rollo, who Chairman James Spenceley trusted to ask the tough questions, “He’s a tough investor and gave strong feedback that it was a high quality business, so we knew we were on the right track then.” 

March 26, 2021

Airtasker CEO unfazed by tech volatility as IPO looms

By Gary Rollo

Cara Waters published an article in The Age and comments on Gary’s view that the investment the Montgomery Small Companies Fund is making in this business as a cornerstone investor is going to be over the course of multi years.  There are some questions being asked of tech but the long term picture is what will eventually bring investors back to the tech sector. 

March 26, 2021

Generation Z to feel heat of a ‘lower-return world’

By Roger Montgomery

Clancy Yeates published an article in Brisbane Times discussing how we are now living in a “low-return world” and comments on Roger’s view that there are still opportunities for better returns in specific sectors of the sharemarket, such as stocks than are likely to benefit from the re-opening of international borders, or some data-centre operators.

March 23, 2021

Montgomery goes for growth

By Roger Montgomery

Inside Investor published an article which discusses Montgomery’s partnership with Polen Captial to bring its high-conviction strategies to retail investors. Polen’s philosophy has many overlaps with Montgomery, including that they both focus on seeking a ‘margin of safety’ from every investment they make as well as thinking like business owners, rather than index managers or asset gatherers. 

March 10, 2021

ABC Nightlife – Style rotation in markets

By Roger Montgomery

In this episode of ABC Nightlife Roger joined Philip Clark to talk about recent stock market activity, with the tech names down, responding negatively to rising bond yields. One of the largest market rotations over the past 20 years is upon us. Growth stocks outperformed at the beginning of the year, driven by record low interest rates and the pandemic-induced shift online. Now, as the vaccine rollout gatherers steam, value is back in focus and those stocks that struggled are clawing back gains. 

March 5, 2021

Montgomery IM partners with Polen Capital

By Roger Montgomery

Oksana Patron published an article in Money Management discussing the launch of two Polen Capital Funds in partnership with Montgomery Investment Management. Montgomery entered into this partnership after extensive due diligence and have been particularly impressed by Polen Capital’s investment performance, employee-owned culture and commitment to making ESG analysis a fully integrated part of its investment process.

March 5, 2021

Montgomery launches two global strategies

By Roger Montgomery

Karren Vergara published an article in Financial Standard discussing Montgomery’s partnership with Polen Capital and the upcoming launch of two of Polen Capital’s growth strategies for local clients. 

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