36:53

EssentialThe Essential Conversation

Focus on the Business Forget the Price

Featuring Roger Montgomery

Apr 03, 2017 • 36 minutes

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Essential

The Essential Conversation

Focus on the Business Forget the Price

Focus on the Business Forget the Price

Featuring Roger Montgomery

Apr 03, 2017 • 36 minutes

Roger Montgomery has a long and successful track record managing funds in Australia, based on a consistent view of identifying value and selecting companies able to generate high rates of return on incremental capital. Roger outlines his ‘line-by-line’ investment process and explains why he’s not worried about Trump or China, alongside insights into the Australian housing market boom. Filmed on March 21, 2017 in Sydney. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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