August 15, 2023

Nick Scali FY23 Results: Onwards and upwards despite consumer volatility

By Roger Montgomery

There are a handful of retailers in Australia that we can class in terms of quality as superior, if not unsurpassable. Those retailers include JB Hi-Fi, ARB and Reece Plumbing. Another is Furniture giant Nick Scali (ASX:NCK). The company unveiled its financial results for FY23, Friday, demonstrating praiseworthy resilience and adaptability despite the uncertain market conditions.
August 11, 2023

Why we think Alliance Aviation has strong earnings growth potential

By Gary Rollo

In this week’s video insight I joined Montgomery’s head of distribution Scott Phillips to discuss a current holding in the Montgomery Small Companies Fund, Alliance Aviation Services (ASX:AQZ). Alliance Aviation Services falls into the category of Aviation, although it is not a typical airline business. I identify why it is a holding in the Montgomery Small Companies Fund and what we expect in terms of its future earnings.

August 4, 2023

Why REA Group will keep delivering for investors

By Roger Montgomery

As I’ve written before, I think REA Group (ASX: REA), is one of Australia’s highest quality businesses.   REA’s online portal – realestate. com. au – is the go-to destination for people wanting to buy, sell or rent property, and this has led to massive earnings growth, and turbo-charged REA’s share price.
August 2, 2023

Aura High Yield SME Fund 2023 Financial Year Update

By Brett Craig

In this 8-minute video Roger Montgomery, Found and Chairman was joined by Brett Craig, Head of Credit Funds at Aura Group to discuss an overview of the year that was in private credit, how this has impacted the Aura High Yield SME Fund's performance and his thoughts on the year ahead.

August 2, 2023

Aura Core Income Fund 2023 Financial Year Video

By Brett Craig

In this 8-minute video Roger Montgomery, Found and Chairman was joined by Brett Craig, Head of Credit Funds at Aura Group to discuss an overview of the year that was in private credit, how this has impacted the Aura Core Income Fund's performance and his thoughts on the year ahead.

August 2, 2023

Australian Eagle Trust Long Short Fund 2023 Financial Year Video

By Sean Sequeira

In this 6-minute video Roger Montgomery, Found and Chairman was joined by Sean Sequeira, Chief Investment Officer at Australian Eagle Asset Management to discuss an overview of the year, how this has impacted the Australian Eagle Trust Long Short Fund's performance and his thoughts on the year ahead.

August 2, 2023

Navigating the 2023 August reporting season: earnings estimates and market insights

By Roger Montgomery

In this week’s video insight, Roger Montgomery discusses the August reporting season for 2023. Earnings estimates are uncertain, and the economy’s strength raises concerns due to inflation and higher interest rates. Company fundamentals take centre stage as macroeconomic factors recede. Transcript: Hi I’m Roger Montgomery and welcome to this week’s video insight.

Funds

View all funds