The Montgomery Fund: now Lonsec-rated
It’s been another big week for The Montgomery Fund. In addition to welcoming Andy Macken to the team from New York (see his initial impressions of the Australian stock market, here), we also learned...
View ArticleColonial FirstWrap: Looking for support
We’ve had a lot of demand from advisers wanting to access The Montgomery Fund on the Colonial FirstWrap platform – so if you’re an adviser and would like to see it added, then let us know....
View ArticleWho wants to be a Rockstar?!
Montgomery are excited to announce we are a Gold sponsor at this year’s annual Financial Community Aid Program (FICAP) fundraising event. To date FICAP has raised over $850,000 for a number of...
View ArticleMany Happy Returns
The Montgomery Fund’s special brand of value investing has produced a successful track record since inception. We have continued to strive towards providing our investors with the benefits of the...
View ArticleThe people behind the process
People often ask me, “what’s it like to work at Montgomery?” So I decided to lift the lid and see what makes the people behind the process, the blog posts and the impressive numbers tick. This week, I...
View ArticleWhich investment structure is best for you?
The answer to that question will be unique to you and your investing goals. In our latest Whitepaper, we take an in-depth look at Unit Trusts and Listed Investment Companies. EXCLUSIVE SUBSCRIBER...
View ArticleThe people behind the process
In my ongoing interview series of Montgomery Investment Management staff I talk to Analyst Ben MacNevin, in order to lift the lid and see what makes the people behind the process, the blog posts and...
View ArticleThe people behind the process
In my ongoing interview series of Montgomery Investment Management staff, I spoke to Head of Research and Portfolio Manager Tim Kelley, in order to lift the lid and see what makes the people behind the...
View ArticleActive or passive: which way should you invest?
Victoria Tait writes a piece about the great financial market debate between active versus passive investment management. She mentions Head of Distribution Scott Phillips and the advantages he believes...
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Who’s going to be top of the charts this year?
It’s interesting to look back at the last 22 years of asset class returns and wonder how nice it would have been to be invested in last year’s winning asset class! The chart below provides a ranked...
View ArticleShanghai Stock Exchange in Ultimo
Many have recently seen the picture of the Chinese fruiterer trading the equity market at his ramshackle cart. Last week I had my own experience of a Chinese immigrant taxi driver who was ferrying me...
View ArticleThe people behind the process
People often ask me; “What’s it like to work at Montgomery Investment Management?” So I thought I’d try and lift the lid and see what makes the people behind the process, the blog posts and the...
View ArticleThe people behind the process
This month, I talk to Stuart Jackson, Senior Analyst for The Montgomery Fund who recently joined us from a long career at JP Morgan (formerly Ord Minnett) where he was most recently Deputy Head of...
View ArticleThe people behind the process
Continuing my ongoing series of interviews with Montgomery staff, where I lift the lid and see what makes the people behind the process and the impressive numbers tick, I catch up with Christopher...
View ArticleConsidering converting your super to a SMSF?
Here at Montgomery we often get asked by investors whether or not they should have a self managed super fund (SMSF). As we are not financial advisers, we cannot help people make this decision, which...
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Big isn’t always beautiful
Index Fund investments are mirror images of the entire investing universe. For example, an Australian Shares Index Fund consists of about 200 or 300 investments in each of the largest companies on the...
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How diverse is your super or SMSF investment portfolio?
Here at Montgomery, investors often ask us if it is a wise idea for them to invest all their superannuation savings into our funds. Unfortunately, we cannot provide personal advice however, we thought...
View ArticleActive or passive: which way should you invest?
Victoria Tait writes a piece about the great financial market debate between active versus passive investment management. She mentions Head of Distribution Scott Phillips and the advantages he believes...
View ArticleClik here to view.
How diverse is your super or SMSF investment portfolio?
Here at Montgomery, investors often ask us if it is a wise idea for them to invest all their superannuation savings into our funds. Unfortunately, we cannot provide personal advice however, we thought...
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