ROGER MONTGOMERY « Re-inventing the way you invest
WEBOctober 8, 2024. In this week’s video insight, I am joined by Gary Rollo and Dominic Rose, portfolio managers of the Montgomery Small Companies Fund, as they celebrate the fund’s five-year milestone. They discuss the fund’s impressive performance, having delivered a 9.3 per cent compound annual return and outperforming the S&P/ ASX Small ...
If you are an income investor, it pays to think long-term
WEBFeb 22, 2023 · Let’s start with the company described in Table 1 by making some minor assumptions. First, we assume the business is able to generate a ROE of 20 per cent sustainably. Second, we can buy and sell the shares on an unchanged price earnings (P/E) ratio of 10 times. The final assumption is a payout ratio of 100 per cent.
ROGER MONTGOMERY « Re-inventing the way you invest
WEBJune 5, 2024. The restaurant and cafe segment of the hospitality industry holds some sway with government, with its 110,000 venues generating $64 billion in annual revenue. Additionally, it is one of the country’s largest employers of young people. With tougher trading conditions, increasing rents and costs of inputs, the sector is facing ...
Market commentary - ROGER MONTGOMERY
WEBAug 15, 2024 · Good news for small caps! August 1, 2024. My prediction, for what it is worth, remains that small-caps should outperform their large-cap brethren, and conditions appear supportive for the share prices of innovative companies with pricing power and growth until the beginning of 2026. continue…. by …
Beyond the next bull market « ROGER MONTGOMERY
WEBMay 20, 2024 · Beyond the next bull market As you have probably garnered by now, I am optimistic about the prospects for equity markets for the remainder of 2024 and for all of 2025. I believe a process of risk adoption is underway, reversing the conservative stance that dominated sentiment in 2022 and most of 2023 …
Arguing for equities in 2024 « ROGER MONTGOMERY
WEBArguing for equities in 2024. Last year, investors who held a non-consensus bullish stance on equities saw their optimism rewarded as the market trended up through 2023. As we pivot into 2024, the outlook might appear to be more complex, but in reality, the preconditions remain the same: disinflation accompanied by positive economic growth.
How to maximise your returns in 2024 and beyond
WEBFeb 5, 2024 · Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at …
Montgomery Small Companies Fund 5-year anniversary
WEB4 days ago · In this week’s video insight, I am joined by Gary Rollo and Dominic Rose, portfolio managers of the Montgomery Small Companies Fund, as they celebrate the fund’s five-year milestone. They discuss the fund’s impressive performance, having delivered a 9.3 per cent compound annual return and outperforming the S&P/ ASX Small Ordinaries Index ...
Podcast Channel - ROGER MONTGOMERY
WEBSep 6, 2024 · April 24, 2024. Roger joined Alec Renehan and Bryce Leske on the Equity Mates Investing Podcast to discuss his current view on the market and opportunities for small caps and private credit. This episode also covers what’s next for interest rates, why now is the time to deploy cash, Roger’s investment philosophy and stock picking process ...
Nabtrade Your Wealth – The bucket strategy - ROGER …
WEBNov 10, 2023 · Nabtrade Your Wealth – The bucket strategy – a research-based plan for protecting your wealth in retirement. I had the pleasure of joining Gemma Dale on Nabtrade’s Your Wealth podcast where we discussed the bucket strategy, its development and how it works, the simple methods for limiting the downside when you’re no longer working, the importance of investing for the short, medium and ...