In this week’s video insight Tim discusses the revised strategy of our Montgomery Alpha Plus fund.  While one year is too short a timeframe for a meaningful analysis of fund performance, the early signs are encouraging.

As the sharemarket gyrates around record highs, it is easy to conclude that risks are low. In fact, if a simple market truth is observed – that the higher the price you pay, the lower your return – then it must be true that as the market registers new highs, conditions are riskier.