Last week saw an abrupt gear change, with global equity markets taking a step backwards and volatility suddenly spiking much higher although so far, the market disruption hasn’t had much of an impact on overall valuations. In this video Tim gives you a perspective on how here at Montgomery we are thinking about the recent market moves and trying to position for a good long-run outcome.
If you would like to read more articles by me, please click here.
Tim is the Portfolio Manager of The Montgomery Fund – a concentrated, All-cap Australian equity fund that aims to generate capital growth and income. Montgomery focuses on owning high quality businesses and generating superior returns.