Investor Insights

Media Clips

January 21, 2020

What the fundies like (and don't) for 2020

By Gary Rollo

Mark Draper published an article for the Australian Financial Review which shares eight investment ideas to kickstart 2020. Included in the eight is Gary’s view on EML Payments, a structural growth fintech. Here’s why we like it. Read here.
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January 16, 2020

Sweet spot helping bull market rampage

By Roger Montgomery

In this article for Firstlinks, Roger discusses whether we will see a continuation of the bull market in 2020 with higher prices and expanding price/ earnings ratios. Read here.
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January 14, 2020

What could wreck markets in 2020?

By Roger Montgomery

As we begin the new decade, market conditions seem rosy after stellar results for calendar year 2019. Policymakers remain supportive and market commentators are predicting another good year for equities. So what could go wrong? In this exclusive article for Livewire Roger discuss how investors protect themselves from risks. Read here.
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January 9, 2020

Housing momentum builds towards a high

By Roger Montgomery

In this article for the Herald Sun Roger shares a review of the Australian housing market in 2019. Today, we can say that not only did the May 2019 federal election mark the low for Aussie house prices, but that there is little to stop prices from continuing to climb higher. Read here.
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December 20, 2019

Rate cuts alone can’t kickstart economy

By Roger Montgomery

In this article for the Herald Sun Roger discusses why a cut in interest rates won’t be enough for the economy.   While rate cuts are helpful, they are more effective when combined with fiscal policy.  Read here.
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December 20, 2019

A simple method to help mitigate sequencing risks

By Roger Montgomery

In this article for Firstlinks Roger identifies how to mitigate sequencing risk. When an investor is required to make regular withdrawals regardless of the market level, capital losses experienced early in retirement can be deleterious.  Sequencing risk, which describes the pattern of investor returns, or the order in which they are received, therefore looms large for retirees.
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December 16, 2019

Why economists often get it wrong

By Roger Montgomery

In this article for the Australian Roger discusses why economists often get things wrong. According to the ergodicity problem in economics, economists have been making a repeated mistake in their assumption about human behaviour and it has infected economic models that seek to explain everything from trading bitcoin and gambling, to insurance and switching jobs. Read here.  
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December 11, 2019

Money News 10.12.2019

By Roger Montgomery

Roger joined Ross Greenwood on Money News for the final time for 2019 to discuss the Aussie banks. The banks make a lot of money when interest rates are high, credit spreads are low and yield curves are steep. Although we are currently experiencing the opposite conditions, which could result in a tougher period ahead for the big banks.
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December 9, 2019

Avita tech revolutionising care for burn patients, says CEO

By Joseph Kim

Carrie LaFrenz published an article in the Australian Financial Review discussing how Avita Medical’s spray-on skin product is revolutionising care for burn patients. Carrie draws on Joseph’s comment that they are right on path with the reimbursement area. Read here.
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December 5, 2019

Avita on Mad Money

By Roger Montgomery

Sometimes value is visible in plain sight. Avita Medical’s (ASX: AVH) RECELL technology solution for burns patients represents the commercialisation of the invention of West Australian, Fiona Wood.
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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 $1million

Montaka Global 130/30 Fund

Global
Provides the opportunity to benefit from both the gains of extraordinary businesses and the declines of deteriorating businesses through a global equity active extension strategy, which has the potential to significantly outperform the broader equities market over time. Seeks to generate double-digit annual average returns, net of fees. Daily priced.
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.