In this article for the Australian Financial Review, I shared some of my investment milestones throughout my 30-year career. I discussed the Australian Eagle Asset Management team’s strategy of identifying pivotal changes in businesses, highlighting successful investments in Fortescue (ASX:FMG) and Altium (ASX:ALU), as well as lessons learned from early exits like TechnologyOne (ASX:TNE). I also shared some insights into Australian Eagle’s investment philosophy, some stocks we believe have potential, including Dexus (ASX:DXS) and Silex Systems (ASX:SLX).

Read the full article here: It’s all about the change – the good and the bad

Disclaimer:

The Montgomery Fund and the Montgomery [Private] Fund owns shares in Fortescue, TechnologyOne, Dexus and Silex Systems. This article was prepared 26 February 2025 with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade Fortescue, TechnologyOne, Dexus or Silex Systems, you should seek financial advice.