Investor Insights

April 20, 2023

How the Australian Eagle Trust Long Short Fund has achieved its outperformance*

By David Buckland

Australian Eagle Asset Management, one of Montgomery’s four business partners, launched the Australian Eagle Trust Long Short Fund on 1 July 2016. It is effectively a 150/50 Fund, “long” its best 25-35 stocks with an average weight of around 4. 5 per cent, and “short” 12-25 stocks with an average weight of around 2. 5 per cent.
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April 18, 2023

Woosh! Cochlear’s share price growth just hit 10,000 per cent

By Sean Sequeira

Cochlear (ASX: COH) – the world leader in the profound hearing loss market – is, in our opinion, one of the highest quality companies on the ASX. Since listing in 1995, its share price has grown from $2. 50 to around $250. That’s a rise of almost 10,000 per cent!
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April 17, 2023

Stocks we like in the EV space

By Gary Rollo

  In this week’s video insight, Scott Phillips our Head of Distribution joined Gary Rollo, Portfolio Manager for the Montgomery Small Companies Fund to discuss the difference between producers and developers in the electric vehicle (EV) sector and share some companies they think have bright prospects. Transcript Scott Phillips: Welcome to this Montgomery video Insight.
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April 14, 2023

Aura Private Credit: Letter to investors 14 April 2023

By Brett Craig

Often, Private Credit investors ask, “are businesses debt serviceability prospects hampered by inflation, relating to good and service production inputs and increasing costs of debt capital? ” This week the Aura Private Credit investment team explore research produced by the Reserve Bank of Australia which may help provide clarity.
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April 13, 2023

Why we have exposure to the long-term EV theme

By Gary Rollo

  In this week’s video insight, Scott Phillips our Head of Distribution joined Gary Rollo, Portfolio Manager for the Montgomery Small Companies Fund to discuss the long-term electric vehicle (EV) theme, what’s been happening in global markets and the team’s approach to investing in EV. Transcript: Scott Phillips: Welcome to this Montgomery video insight.
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April 12, 2023

What we can learn from Japan’s ageing population

By Roger Montgomery

Japan’s population is getting older. Today, the ‘land of the rising sun’ has the world’s highest median age, and is the world’s fastest ageing country. Largely as a consequence, innovation, investment and development are slowing, and this is contributing to the country’s ongoing economic stagnation.
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April 11, 2023

The Aura High Yield SME Fund receives a “Very Strong” rating from Foresight Analytics

By David Buckland

The Aura High Yield SME Fund recently received a “Very Strong” Investment Rating from Foresight Analytics, indicating a “very strong conviction” Aura “can deliver a risk-adjusted return in line with the investment objectives of the Fund. ” And given its “Complex” designation, I thought it valuable to reiterate some of the more insightful points in the report.
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April 6, 2023

Is the Future of E-Commerce Still Bright?

By Polen Capital

Three years ago, in March 2020, the head of the World Health Organization declared the COVID-19 outbreak a global pandemic. Immediately after, entire nations went into lockdown, upending life as we knew it. Amid the health crisis, people adapted to the “new normal” by adjusting their lifestyles and developing new habits.
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March 31, 2023

Aura Private Credit: Letter to investors 31 March 2023

By Brett Craig

This week saw the release of two key economic indicators; the monthly indicator of the Consumer Price Index and Job Vacancies data. Both are displaying a slight softening in the economy, perhaps an early indication of the contractionary monetary policies explored last week, increases to the cash rate and quantitative tightening, beginning to take their intended effect.
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March 28, 2023

Why it pays to invest when Mr Market is feeling gloomy

By Roger Montgomery

If you’re needing some encouragement to invest in this anxious market, take a look at historical share returns in the U. S. and Australia. Research going back almost 200 years has found that you have a 71 per cent chance of a positive return in the U. S. in any given year.
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