More than a third of Australia’s market cap has reported and the initial picture is encouraging. So far, companies delivering ...

From the first days of this blog, back in 2009/10, we have been writing about ARB Corporation (ASX:ARB), classifying it as ...

I joined Ausbiz to discuss the market’s strong reactions to earnings surprises this reporting season, the competitive advantages driving companies like the Commonwealth Bank of Australia ahead of ...

Held in the portfolio of the Montgomery Small Companies Fund, the investment and superannuation platform provider HUB24 ...

Last year, the stars were aligned for gains in equities. In 2023, we alerted investors to three key ingredients pointing in ...

CSL (ASX:CSL) has posted its half-year results, delivering results that are best described as mixed. At the headline level, ...

I joined Paul Turton on ABC Newcastle radio yesterday to discuss the impact of potential rate cuts, the key drivers of the U.S. market’s strong performance, and what investors should focus on moving ...

The largest position in The Montgomery Fund portfolio, at almost eight per cent of the portfolio, is the Commonwealth Bank of ...

Breville Group (ASX:BRG) is a high-quality company, profitably held in the Montgomery Small Companies Fund. Breville released ...

The largest position in The Montgomery Fund’s portfolio, at almost eight per cent of the portfolio, is the Commonwealth Bank of Australia (ASX:CBA), purchased back when the price was below $78 per ...

What are the best businesses? The answer to that question is “monopolies” and investors need to ask whether the current crop ...

Strong investment partnerships are built on shared values and a long-term commitment to delivering great outcomes for investors.   That’s why we are proud of our partnership with Australian Eagle ...