Investor Insights

PANIC OR PANDEMIC?

There’s the coronavirus pandemic and then there’s the associated panic. Both will have an impact on near term investment returns as markets fall further – although where are the opportunities? Remember the mantra – the lower the prices, the higher your return.

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Popular & Featured

March 17, 2020

Rain Man and the Australian All Ordinaries Index

By David Buckland

On the night of the 19 October 1987, the Dow Jones Industrial Average declined 22. 6 per cent from 2,246. 7 to 1,738. 4 points.  During the ’87 Crash, the Australian All Ordinaries Index fell from 2,312 points to 1,149 points, a decline from peak to trough of 50 per cent.
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March 9, 2020

Coronavirus Correction

By Andrew Macken

In the wake of the latest news about the coronavirus cases and the sharp correction seen in global equities, Andrew Macken, Montaka’s CIO addresses two key questions which are being posed by investors. To learn more, watch this special edition of Montaka’s Spotlight series.
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March 5, 2020

Why we continue to like Codan

By Andreas Lundberg

Codan Limited (ASX: CDA) is one of Australia’s unheralded tech stories. Today, it sells its metal detectors, communications and tracking equipment in more than 150 countries to prospectors, the military, mining companies and governments. With a solid balance sheet and a bright future, there’s a lot to like.
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Learn About Investing

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 5, 2020

The importance of a Competitive Advantage Period

By Daniel Wu

Competitive Advantage Period is a key investment concept that is often overlooked by investors. An understanding of this concept can help investors better determine what they’re paying for when they buy a stock. Under the expectations investing framework which the Montaka team utilises extensively, one key component that attracts less consideration is the Competitive Advantage Period (CAP).
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February 26, 2020

Are you overweight in growth stocks?

By Tim Kelley

In an uncertain world, should investors have a strategy that looks beyond current trends and accommodates a range of different possible futures? In recent years growth stocks have had a winning streak, is now a good time to consider shifting the balance of your holdings towards companies that can demonstrate the ability to generate profits today.
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February 19, 2020
WHITE PAPERS

Is it time to rebalance your retirement portfolio?

By Roger Montgomery

In the current environment of ultra-low interest rates, generating enough income for retirement can be challenging. Instead of being able to add to their nest egg, many retirees find themselves needing to withdraw capital to make up a shortfall between their lifestyle requirements and their income.
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February 13, 2020

Are quality businesses set to shine again?

By Tim Kelley

Some years ago, we put together a notional “High-minus-low quality” portfolio, which holds long positions in ASX-listed companies that we consider to be high-quality, and short positions in companies that we consider to be lower-quality. The absolute return from this portfolio provides an indication of whether the higher quality companies are outperforming the lower-quality companies.
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Latest Insights

March 30, 2020

Global Webinar follow up FAQs

By Andrew Macken

The world of global equities changed quite dramatically over the past few weeks, as markets corrected from record highs and investors look to weigh up the potential buying opportunities. In a recent discussion with our investors, a series of common questions are answered here.   1.
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March 26, 2020

US Economy Risen by Easter?

By Christopher Demasi

Earlier this week US President Donald Trump started to raise hopes that restrictive measures being taken to slow the spread of the novel coronavirus would be lifted soon and the economy would be restarted by Easter. Short of a miracle, we can’t see this happening.
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March 23, 2020

How should you think about cash?

By Tim Kelley

One of the biggest questions facing equity investors today is when and how to deploy surplus cash that they may have available. This is a question we have studied extensively in recent weeks, and while we can offer no definitive answers, some tentative conclusions may help to inform this decision.
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Media Clips

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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THINK FOR YOURSELF.
WE DO.

At Montgomery, we’re independent thinkers who look past market noise to focus on the long-term prospects for companies. We don’t follow the herd. Subscribe now to receive our articles, whitepapers and insights.

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Our Funds

Concentrated High Conviction Equities

Listed

Montgomery Global Equities Fund (ASX:MOGL)

Global
Available on the ASX as an Exchange Traded Managed Fund, invests in 15 to 30 quality global businesses for long-term capital growth with a target distribution yield of 4.5% per annum. Mirrors the strategy of the Montgomery Global Fund.
Unlisted From $25,000

Montgomery Global Fund

Global
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).
Unlisted from $25,000

The Montgomery Fund

Australia/NZ
Aims to provide long-term growth and income by investing in 20 to 40 high-quality Australian and New Zealand businesses trading at attractive valuations. Priced daily.
New Fund

Montgomery Small Companies Fund

Australia/NZ
Aims to provide long-term growth by investing in 30 to 50 high quality, undervalued, Australian and NZ small and emerging companies with strong growth potential. Priced daily.
Unlisted from $1 Million

The Montgomery [Private] Fund

Australia/NZ
Seeks to deliver absolute returns from a portfolio of high-quality Australian and New Zealand businesses. Capital preservation is paramount. By invitation only.

Alternate Equity Strategies

Unlisted from $50,000

Montgomery Alpha Plus Fund

Global
Aims to generate positive returns in both rising and falling markets. Invests in 80 to 180 global businesses expected to deliver above-average returns, while selling short a similar-sized portfolio expected to deliver below-average returns. Priced daily.
Unlisted from $50,000

Montaka Global Access Fund

Global
Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. Priced monthly. Provides retail investors access to the Montaka Global Fund.
Unlisted from $1million

Montaka Global 130/30 Fund

Global
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.
Unlisted From $1 Million

Montaka Global Fund

Global
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.