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

Breville Group is a high-quality company profitably held in the Montgomery Small Companies Fund. Breville released its half-year earnings this week – and the numbers point to a robust underlying ...

Nick Scali Limited (ASX:NCK) has released its half-year 2025 (1H25) results. The key financial highlights are: Group revenue: ...

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

The artificial intelligence (AI) arms race shows no signs of slowing, and this week’s fourth quarter results announcement by ...

Liquidity is a concept critical to understanding investment markets. Back in mid to late 2022, we wrote several posts on our ...

I joined Ausbiz to discuss market trends, noting that while disinflation and economic growth provide support, tightening liquidity could impact small caps this year. I highlighted real estate as an ...

Strong investment partnerships are built on shared values and a long-term commitment to delivering great outcomes for ...

REA Group (ASX:REA) has delivered a commendable 1H25 result, with revenue and earnings before interest, taxes, depreciation ...

One of the biggest challenges for investors and market watchers – especially those with a shorter-term bias – is deciphering ...

I joined Phil Clark on ABC Nightlife to talk about the growing calls for a market correction and why I don’t see the signs of a bubble. We also discussed how disinflation, economic growth, and ...

I joined Paul Turton on ABC Newcastle to discuss U.S. President Trump’s newly imposed tariffs – 25 per cent on Mexico and Canada, 10 per cent on China, and their impact on inflation, interest rates, ...