Investor Insights

Media Clips

September 30, 2019

How to separate winners and losers

By Roger Montgomery

In this article for Money Magazine Roger identifies why Australian portfolios can significantly benefit from overseas companies, including tech giants, that actually make a profit. Read Roger’s thoughts on Alphabet, Facebook and Uber. Read here.
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September 30, 2019

Wake up, the fairytale is over

By Roger Montgomery

In this article for the Herald Sun Roger discusses unicorns, do they exist? Unicorns tend to be innovative companies with entrepreneurial founders harbouring unbridled egos and larger-than-life ambitions. Let’s take a look at a few of them. Read here.
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September 25, 2019

Money News 24.09.2019

By Roger Montgomery

In this interview on Money News, Roger and Deborah Knight question whether anecdotal support for an investment case can be a good starting point? A few years ago, Warren Buffett doubled his stake in Apple after he spoke to his great grandchildren and their friends on how to use the IPhone.
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September 25, 2019

Choosing top stocks in a volatile market

By Roger Montgomery

In this article for the ASX, Roger discusses how to navigate current market conditions and choose top quality companies. With interest rates declining for the past 37 years since the GFC , it is important to understand where we are.
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September 24, 2019

How to understand how lower interest rates affect shares

By Andrew Macken

Mark Story published an article in The New Daily which discusses the impact low interest rates will have on the ASX-listed companies you’re interested in. Mark draws on Andrew’s view as to why investors should focus on long-term, sustainable growth stories. Read here.
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September 21, 2019

The Property Couch; Chat with Australia’s Warren Buffett

By Roger Montgomery

Roger joined Bryce Holdaway & Ben Kingsley on The Property Couch to discuss everything you need to know about value investing and the property market. Tune in to find out how you can take advantage of booms and busts in the share market and shares vs. property, what does it come down to? Listen here.
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September 19, 2019

Money news 17.09.2019

By Roger Montgomery

In this interview on Money News, Roger and John Stanley question whether the unicorns are starting to unwind? Low interest rates are good for equities but they don’t seem to be good for companies that have no prospect of making money.
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September 18, 2019

ABC Nightlife

By Roger Montgomery

In this radio program with Philip Clark, Roger discusses the latest shake up – the near 15 per cent increase in oil on Monday. The rise came after two attacks on Saudi Arabian facilities on Saturday knocked out about 5 per cent of global supply.
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September 12, 2019

Peloton pedalling towards precipice

By Roger Montgomery

In this article for the Australian, Roger discusses Peloton which has recently registered to list on the Nasdaq under the ticker PTON, and with a near 200-page prospectus. Will this fad fade? Read here.
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September 11, 2019

Money News 11.09.2019

By Roger Montgomery

In this interview on Money News, Roger and John Stanley discuss when to start investing in equities or property. Find out why we think the right time is yesterday, and always will be. If you’re looking for long term growth, the companies you want to look at should be demonstrating success in a global market or small Australian businesses.
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September 4, 2019

Money News 03.09.2019

By Roger Montgomery

In this interview on Money News, Roger and John Stanley question whether retailers are a bit too optimisticabout the future. The thematic seen through reporting season seems to be retailers are putting on brave faces with a deteriorating picture through lower foot traffic and less discretionary consumer spending.
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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 $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.