Investor Insights

In recent weeks we have been asked about thematic investing. We never just buy a theme. But we do love investing with strong thematic tailwinds at our backs. What is important for us, however, is that the theme we are buying is under-appreciated by stock prices.

Research shows that investing in the stock market over a long-term will produce higher returns than any other asset class. Although investors have to be able to withstand the volatility and some expertise is required. Where should one gain this expertise? There is more data collected in the asset management industry than just about any other.

A component of generating investment outperformance, known as alpha in industry parlance, is to uncover insights that the market has overlooked. As Peter Lynch famously said of investing: “The person that turns over the most rocks wins the game.

Conventional wisdom typically holds that actively trading positions in your portfolio destroys value. Whether it’s Warren Buffett recommending a “buy-and-hold” strategy, or your advisor recommending against active-trading to minimise brokerage and taxes, there are plenty of experts out there who contend that active trading is inadvisable.

This article provides investors with an explanation on how total return figures are calculated for the Montgomery Global Fund. Second, we answer the question, “How do Trusts calculate distributable income? ” Exclusive Content This is exclusive content to subscribers on rogermontgomery. com. View the full article via your subscription or sign up for access. Continue to RogerMontgomery. com