Our Team

Roger Montgomery is the founder and Chief Investment Officer of Montgomery Investment Management, which won the Lonsec Emerging Fund Manager of the Year award in 2016. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch. He is the author of the best-selling, value-investing guide book Value.able and has been writing his popular column about investing and markets for The Australian since 2012. Roger is an unconventional investment thinker, launching one of the earliest retail funds in Australia with a broad mandate to be able to hold large amounts of cash when perceived risks exceed implied returns.

@rjmontgomery

Latest

WealthWealth

Developing Queensland - Brisbane skyline. Waterfront Living: Luxury Homes in Bulimba, Brisbane.

Time to compare private property versus private credit

The benefits of buying an investment property have shifted quickly as anti-investor taxes take hold but no such issues exist in private credit funds. Here’s what you need to know.

Roger Montgomery

WealthMining & Energy

(FILES) Aerial view of brine ponds and processing areas of the lithium mine of the Chilean company SQM (Sociedad Quimica Minera) in the Atacama Desert, Calama, Chile, on September 12, 2022. Chile announced on April 15, 2024, that it expects to develop three to five new lithium projects over the next two years as part of a strategy to double its current production of the mineral. As the second-largest producer of lithium worldwideâa crucial component in electric vehicle battery productionâChile has formally initiated the process for private investors, both Chilean and foreign, to demonstrate their interest in developing lithium projects across 26 salt flats. These flats encompass 18% of the country's saline territory in South America. (Photo by Martin BERNETTI / AFP)

The ultimate danger of jumping on lithium bandwagon

Lithium is considered de rigueur as society moves from fossil fuels to electric power but that element could easily be usurped by better technology and consigned to the annals of history.

Roger Montgomery

WealthWealth

Crystal flower vine drape hair piece, $35.99 from Lovisa.

Interest rate concerns? You’re looking the wrong way

Investors are all at sea over the future course of interest rates but you should look closer at stock performance if you want the best rewards.

Roger Montgomery

WealthWealth

US Federal Reserve Chairman Jerome Powell holds a press conference at the end of the two-day Federal Open Market Committee (FOMC) meeting at the Federal Reserve in Washington, DC, on March 20, 2024. The Reserve voted Wednesday to hold interest rates at a 23-year high, between 5.25 percent and 5.50 percent, for a fifth consecutive meeting, and signaled it still expects to make three rate cuts this year. (Photo by Mandel NGAN / AFP)

How to handle market correction if it hits

Sharemarkets face increasing headwinds thanks to sticky inflation and hi-tech valuations but a long-term investor should be able to take it in their stride.

Roger Montgomery

WealthWealth

(FILES) A Tesla Model S sedan is plugged into a Tesla Supercharger electrical vehicle charging station in Falls Church, Virginia, February 13, 2023. Tesla reported an 8.5 percent drop in first-quarter auto deliveries on April 2, 2024, missing estimates from leading analysts and weighing on shares. Elon Musk's auto giant reported 386,810 deliveries over the period, reflecting in part a weak market in China, where it faces heavy competition from local electric vehicle makers. Shares fell 5.8 percent in early trading. (Photo by SAUL LOEB / AFP)

Heresy to some but Tesla may just be another car company

This week another nail was driven into Tesla’s bubble of hope when it reported its first-quarter sales numbers, and they were disappointing, if not deeply so.

Roger Montgomery

WEALTHWealth

Why everything points to small caps outperforming this year

The stars are aligned for small cap stocks and history suggests they are about to lift — big time.

Roger Montgomery

WealthWealth

Pouring beer with bubble froth in glass for background on front view wave curve shape

A bubble brewing? Not that I can see

Despite the strength of the US economy, there’s growing chatter a stockmarket bubble is emerging but that suggestion isn’t supported by the evidence.

Roger Montgomery

WealthWealth

A shopping trolley is seen alongside available perishable goods in a supermarket in Sydney, Sunday, 24 September, 2017.(AAP Image/Sam Mooy) NO ARCHIVING

Supermarket shares investors pay the price

The tide is turning against supermarket investments and it’s not going to improve anytime soon.

Roger Montgomery

SupermarketsWealth

(FILES) In this file photo taken on April 29, 2020 a customer wearing a face mask pushes a trolley through the shelves during purchases at a supermarket in Duesseldorf, western Germany, amid the coronavirus COVID-19 pandemic. - Inflation in Germany surged in March 2022 to a record high since reunification in 1990, official figures published on March 30, 2022 showed, as the war in Ukraine sent energy prices soaring. Consumer prices rose by 7.3 percent annually, according to the federal statistics agency Destatis, up from 5.1 percent in February. (Photo by Ina FASSBENDER / AFP)

Supermarket stocks not serving anyone very well

As supermarket stocks go nowhere, price gouging appears rife in the shopping industry – it’s no good for investors or consumers.

Roger Montgomery

WealthWealth

SYDNEY, AUSTRALIA. NCA NewsWire Photos. NOVEMBER 18TH, 2023. Shoppers flocking into the Sydney CBD as Christmas grows closer. NCA NewsWire/ Dylan Robinson

What to look for when selecting stocks

If customers will cross the road to pay for the service then you have a stock that has a future.

Roger Montgomery

Original URL: https://www.theaustralian.com.au/author/roger-montgomery/page/3