Investor Insights

August 21, 2019

Montgomery to launch small company fund

By Roger Montgomery

In this article in Financial Standard Harrison Worley discusses The Montgomery Small Companies fund that will launch on September 20 after Montgomery struck a joint venture deal that sees Rollo – co-founder of the recently shuttered Mhor Asset Management – join Montgomery to manage the fund alongside fellow Mhor alumnus, portfolio manager Dominic Rose. Read here.
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August 21, 2019

Montgomery launches small cap fund

By Roger Montgomery

In this article in Money Management Oksana Patron discusses our newest offering – the Montgomery Small Companies Fund. The new Fund will be managed by Gary Rollo and Dominic Rose. Read here. To pre-register to receive more information about the launch of the Montgomery Small Companies Fund, please click here.
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August 21, 2019

Money News 20.08.2019

By Roger Montgomery

In this interview on Money News Roger and Ross discuss some of the recent reporting results. We’ve seen pockets of enthusiasm in some results although it’s important to keep in mind that these results are looking at the past. What does the future hold?
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August 16, 2019

Is value investing really dead?

By Roger Montgomery

In this article for QAV Cameron Reilly discuss why lots of people seem to think the principles of value investing, as articulated by Benjamin Graham and Warren Buffett, are out-dated and, indeed, dead. Cameron draws on Roger’s view that value investing is still the best approach for long term results. Read here.
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August 14, 2019

Money News 13.08.2019

By Roger Montgomery

In this interview on Money News Roger and Ross discuss the current protests in Hong Kong, what will happen if Chinese troops step in? On a domestic note, with a rising population should you be looking for opportunities in the industrials sector?
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August 12, 2019

Get ready to pounce

By Roger Montgomery

In this article for Money Magazine Roger discusses where investors should be looking for possible downgrades and bargains over the next few months. The three companies discussed aren’t “buys” right now, so they have a “hold” attached to their names. However, a sell-off could render them much more attractive. Read here.
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August 8, 2019

QAV Podcast: Beware The Black Swan

By Roger Montgomery

In this QAV podcast I joined Tony Kynaston and Cameron Reilly to discuss the current market conditions. Even though interest rates are low, asset prices have disengaged so much from valuations which tells me we could be near the end of the rally. Listen here.
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August 8, 2019

ABC Nightlife: The black swan

By Roger Montgomery

In this radio program with Philip Clark, Roger discussestensions between the US and China shaking up the global share market and posing a threat to Australian trade and investment with nervous investors wiping off billions in value from shares.  What does volatility mean for investors?  Which sectors have had the worst losses? Listen here.
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