Why we aren’t concerned to see volatility rising

Tim Kelley

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.

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About this contributor

Tim Kelley

Tim Kelley

Head of Research and Portfolio Manager , Montgomery Investment Management

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.

Expertise

global markets market volatility

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