THE MONEY PUZZLE: ARE WAYWARD CEOS COSTING YOU MONEY?

ROGER MONTGOMERY FEATURED ON THE MONEY PUZZLE, WITH JAMES KIRBY TO DISCUSS HOW CEOS CAN INFLUENCE SHAREHOLDER VALUE.

THEY EXPLORED THE POTENTIAL IMPACT OF LEADERSHIP ON A COMPANY'S REPUTATION AND THE FINANCIAL WELL-BEING OF INVESTORS.

TUNE IN TO THE PODCAST HERE

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Investor Insights & Media

October 14, 2024

Celebrating five years of small companies with Gary Rollo and Dominic Rose

By Roger Montgomery

Here at Montgomery, we’ve always believed that partnerships are the backbone of wealth creation. It’s why, together with our key executives David Buckland, Chief Executive Officer and Scott Phillips, Head of Distribution, I have made it my job to identify and partner with those we believe can deliver exceptional outcomes for you.
August 16, 2024

Can the Commonwealth Bank of Australia’s share price rally continue into FY25? 

By Roger Montgomery

Our domestic large-cap funds have maintained an underweight position in the banks, and even though the Commonwealth Bank of Australia (ASX:CBA) was, for a time, our largest position, being underweight in the sector has cost relative performance thanks to the Commonwealth Bank of Australia’s share price rallying as much as 23 per cent year-to-date and 35 per cent last financial…

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