We are planning to add Montgomery Investment Management to our recommended list of investments early in 2018. In particular we are impressed by their Global Investment team who have had an impressive track record since the fund began a few years ago.
The Montgomery Global Fund is listing on the ASX on 20th December 2017 and is a portfolio of high quality global companies aiming to pay a half yearly income distribution of 4.5%pa. We will have further details on this fund in the new year.
In the meantime, here is a sample of how Montgomery Investment Management think about investing in a comprehensive report that makes excellent reading over the Festive Season. The articles are written by the investment team at Montgomery Investment Management, rather than a marketing spin doctor and are very informative.
To read the report simply click on the picture of the report below.
Some of the content in this edition include:
1. How the changes in the $AUD impact global facing businesses
2. Why do Montgomery's own Facebook
3. Should you own Wesfarmers?
And many more articles.