A two-part framework for investing for growth

A two-part framework for investing for growth

In the third Montgomery Investment Management newsletter published from LinkedIn we look at a?framework to navigate the inevitable vicissitudes of the market and modern finance’s impact on the world.?Equity markets rallied globally in July. Although macroeconomic and geopolitical uncertainty remains elevated, the market has taken the optimistic view that peak inflation has been reached allowing central banks to reverse their aggressive tightening and stimulate a slowing global economy with rate cuts next year. Whether this eventuates remains to be seen.

We also share Gary Rollo’s interview with AFL Legend Chris Judd discussing one of his favourite value stocks.?

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A TWO-PART FRAMEWORK FOR INVESTING FOR GROWTH

There’s a lot going on in the world right now with sufficient power to dramatically improve or destroy investment returns. Inflation, recession, a credit crunch, diminishing Central Bank liquidity and escalating geopolitical tensions all have the potential to alter sentiment in a second and change the fortunes for many.?It’s a difficult path to navigate but one must proceed, cautiously or otherwise. I offer here a two-part investing?framework here.

Continue reading.

?TALK YA BOOK: A GROWTH STOCK FOR YOUR LIST

Chris Judd?takes people inside the minds of Australia's brightest investors, opening up a channel of information that only a generation ago was reserved for professional investors. In this episode he talks to Montgomery’s small cap Portfolio Manager Gary Rollo about his high conviction pick, telecom software business Symbio Holdings (ASX:SYM).?Symbio is profitable, growing, generates cash flows and is also on 9 times EBITDA which for an industrial stock is cheaper than the market.?

Watch the interview here.

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