Focus on the Business – Forget the Price
Featuring Roger Montgomery
Published on: April 3rd, 2017 • Duration: 37 minutes • Asset Class: Cash, Real Estate, Equities • Topic: Investment Framework, Australia/New-ZealandRoger 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.