Investor Insights

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 27, 2024

Here’s why now is the time for small cap stocks

By Roger Montgomery

  2023 saw the largest gap emerge between large-cap companies and small caps since the GFC. The question is, will this gap to close in 2024?   We are optimistic about Australian small caps, anticipating a highly favourable environment and outperformance. That gap offers greater growth than large caps, at relatively more attractive valuations.
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March 22, 2024

U.S. stocks have already jumped 10%. Where are the opportunities for 2024?

By Roger Montgomery

  Have you noticed this year’s improvement in market sentiment? Having intimated its possibility throughout 2023, global equities are now demonstrating a broadly robust rise. Despite economic and geopolitical uncertainty, the Polen Capital Global Growth Fund’s portfolio has also demonstrated striking performance, with expectations for continued success through the cycle.
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November 16, 2023

How much to retire comfortably?

By Roger Montgomery

There’s some good news for a handful of the approximately 3000 Australians who retire every week, and some more challenging news for others. But, for all retirees, there are at least partial solutions to consider.
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November 9, 2023

Dividends do not make a good company – Part 2

By Roger Montgomery

With annual general meeting (AGM) season underway, what is becoming clear, yet again, is that great managers are good at two things. The first is running the business, the second is allocating capital. Some might be able to run a business, but many managers are incompetent at allocating capital.
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November 6, 2023

Dividends do not make a good company – Part 1

By Roger Montgomery

I once relished receiving my dividend when they were sent as cheques in the mail. I liked tearing along that perforated line and took delight in those that were especially large in comparison to the price I had paid for the shares.
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September 28, 2023

Retirement planning assumptions and solutions

By Roger Montgomery

Recently, Morningstar’s director of personal finance, Christine Benz, penned an insightful note explaining some common and dangerous assumptions individuals make when planning for retirement. In addition to sharing a fondness for the early 1970s sitcom The Odd Couple, Christine outlines what I believe are indeed perilous beliefs.
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September 15, 2023

How do we calculate total returns?

By David Buckland

This blog provides investors with an explanation of how total return figures are calculated for the Montgomery Small Companies Fund. Importantly it is worth knowing the investment returns are not generated by Montgomery Investment Management. Fundhost Limited is the Independent Administrator and Responsible Entity of the Montgomery and Polen Capital Funds and is responsible for all the calculations.
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September 6, 2023

The three-bucket strategy for building a retirement portfolio

By Roger Montgomery

What’s the best way to build a robust retirement portfolio that can ride out market fluctuations and provide steady and dependable income? Back in the 1980s, renowned U. S. financial strategist, Harold Evensky, devised what we believe is a smart approach. He called it the ‘Bucket strategy’.
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July 20, 2023

Why you should ignore the economic noise

By Roger Montgomery

Right now, I think many investors are spending too much time focusing on whether a recession is imminent and how many more interest rate rises are likely before the Reserve Bank of Australia (RBA) taps out.
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July 11, 2023

Value investing? Don’t follow Ben Graham

By Roger Montgomery

Over the years, there has been some confusion about our approach to value investing. And even though a majority of my 2010 book, Value. able discussed the importance of identifying quality businesses, which included a company’s bright prospects for growth, many investors and commentators have been fixated on the value component of the philosophy.
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