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Roger Montgomery - Montgomery Investments
Season 1 · Episode 22

Roger Montgomery - Montgomery Investments

Roger Montgomery is Chief Investment Officer and founder of Montgomery Investment Management. This followed a successful career as an...

Shares for Beginners · Philip Muscatello

February 20, 202034m 45s

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Show Notes

Roger Montgomery is Chief Investment Officer and founder of Montgomery Investment Management. This followed a successful career as an analyst, strategist, fund manager and public company chairman. We discuss:


  • Value, growth and momentum investing
  • How franking credits affect investment in Australian companies
  • Valuing small & micro-cap companies
  • The difference between 20th and 21st century companies
  • Developing a circle of competence before plunging headlong into markets
  • A paradise for introverts - working in funds management
  • How technologies that change the world don't necessarily make money for investors.
  • Patience during downturns


Here's the link to the blog post https://www.sharesforbeginners.com/blog/roger-montgomery


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