Investor Insights

In this 8-minute video Roger Montgomery, Found and Chairman was joined by Brett Craig, Head of Credit Funds at Aura Group to discuss an overview of the year that was in private credit, how this has impacted the Aura Core Income Fund's performance and his thoughts on the year ahead.

In this 6-minute video Roger Montgomery, Found and Chairman was joined by Sean Sequeira, Chief Investment Officer at Australian Eagle Asset Management to discuss an overview of the year, how this has impacted the Australian Eagle Trust Long Short Fund's performance and his thoughts on the year ahead.

In this week’s video insight, Roger Montgomery discusses the August reporting season for 2023. Earnings estimates are uncertain, and the economy’s strength raises concerns due to inflation and higher interest rates. Company fundamentals take centre stage as macroeconomic factors recede. Transcript: Hi I’m Roger Montgomery and welcome to this week’s video insight.

As I note below, solving housing affordability won’t be enough with just a massive supply of affordable dwellings rapidly built by state and federal governments. The market for these properties will have to be tightly regulated, and controlled, with continuous maintenance and updates. It’s doable, as is its financing.

Last week we commenced a series exploring the different loan and security types of the Aura Private Credit strategies hold exposure to via relationships with non-bank lenders we see as best of breed. These lenders provide Australian SMEs with specialised funding solutions, utilising securitisation warehouse structures, provided by the Aura Private Credit strategies, as investment vehicles.

With reporting season about to begin and confession season well-underway, analysts are keen to understand the extent to which any pullback in consumer activity has, for example, impacted business. Thus far, earnings momentum has tilted negatively.

The Aura Private Credit strategies partner with best of breed non-bank lenders who provide Australian SMEs with specialised funding solutions. These lenders utilise alternative security forms which the banks may be unable to use due to prudential regulations that govern the banking system in Australia.

Back on 12 October last year, with the S&P500 in the grip of a bear market, we published a blog titled “Why it might be time to be greedy once more”. It’s turned out to be a good call, as the index has since gained 21 per cent.

Our global investment partner, Polen Capital, seeks to invest in high-quality companies that have strong growth potential and competitive advantages. In this article, I explore a U. S. -based retail businesses owned by the Polen Capital Small and Mid Cap Fund – Five Below. Five Below is a discount chain that sells products that cost up to U. S.

Our global investment partner, Polen Capital, seeks to invest in high-quality companies that have strong growth potential and competitive advantages. In this article, we introduce two U. S. holdings in the hard-surface industry: Yeti Holdings and Floor & Décor Holdings.

The COVID-19 pandemic emphasised the fact pets, at whatever price, have become family members. Two company enjoying this transformation are Dechra Pharmaceuticals and Musti Group.

  For many years I’ve advocated investment in equities. That won’t change. I believe owning quality growing businesses is the surest way to long-term wealth creation. A quick glance at the ‘rich lists’ of the wealthiest people in Australia, for example, reveals a list of business owners.