Investment Themes Videos

The Montgomery Fund is focused on providing long-term capital growth for investors by investing in a concentrated portfolio of 25 to 35 high quality Australian companies listed on the Australian Securities Exchange (ASX). Alan Kwan is the Senior Portfolio Manager at Australian Eagle Asset Management. He is the principal analyst for many of their portfolio stocks, particularly medium-cap companies. Their team also manage the Australian large-cap portfolios for Montgomery Investment Management including The Montgomery Fund.

Direct indexing has taken off in the US, but what is it, and how can Australian investors benefit from using it in their portfolios?

Many investors are interested in earning 'passive income' but how many investment options out there actually provide true passive income? In this presentation we'll look at so-called passive investment types and those that actually allow investors to set & forget. We'll also look at who passive investments are suitable for.

The Emit Capital Climate Finance Equity Fund is an Australian unit trust that invests in global listed equities with the aim of reducing or mitigating climate change. Matt Dever has over 25 years of experience in energy, clean energy, emissions trading and corporate finance.