Scott Phillips
Scott Phillips joined Montgomery Investment Management in 2013.
Scott joined the firm from BlackRock Investment Management, where he was Managing Director, Head of Retail Australia for 12 years.
articles by Scott Phillips
-
Aura Private Credit Income Fund has been reassigned a ‘very strong’ investment rating
Scott Phillips
May 29, 2025
We are pleased to announce that Foresight Analytics & Ratings, has reassigned the Aura Private Credit Income Fund a ‘VERY STRONG’ Investment Rating. Continue…
by Scott Phillips Posted in Aura Group.
- save this article
- POSTED IN Aura Group.
-
Aura Core Income Fund has been reassigned a ‘very strong’ investment rating
Scott Phillips
May 26, 2025
We are pleased to announce that Foresight Analytics & Ratings, has reassigned the Aura Core Income Fund a ‘VERY STRONG’ Investment Rating. Continue…
by Scott Phillips Posted in Aura Group.
- save this article
- POSTED IN Aura Group.
-
Gary’s best and worst pick from reporting season so far
Scott Phillips
February 23, 2023
In this video Scott speaks with Gary Rollo, portfolio manager of the Montgomery Small Companies Fund on an update on small caps reporting this results season. There’s been more beats from an earnings point of view than misses, but that’s looking backwards. Outlooks count because after all, the stock market buys the future and those have definitely been more negative. Gary also shares one of the best results he has seen and one of the worst. Continue…
by Scott Phillips Posted in Editor's Pick, Stocks We Like, Video Insights.
-
What are we seeing from reporting season in small caps so far?
Scott Phillips
February 15, 2023
In this video Scott speaks with Gary Rollo, portfolio manager of the Montgomery Small Companies Fund to provide an update on what we have seen from reporting season so far. It is early in the number of companies who have reported, but we can already see some key themes coming from the consumer sector. Continue…
by Scott Phillips Posted in Companies, Stocks We Like, Video Insights.
- watch video
- save this article
- POSTED IN Companies, Stocks We Like, Video Insights.
-
What can we expect from markets in 2023?
Scott Phillips
January 20, 2023
The calendar year of 2022 proved to be a tough one for most investors. In fact, it is only the third time in the last 100 years that both equities and bonds have recorded a down year together (those years being 1931, 1969 and now 2022). Bonds, which usually provide a cushioning effect for portfolios in times of equity market weakness proved ineffective as inflation soared, pushing bond yields higher and bond prices lower. Continue…
by Scott Phillips Posted in Global markets, Market commentary.
- save this article
- POSTED IN Global markets, Market commentary.
-
The people behind the process – Alan Kwan
Scott Phillips
December 5, 2022
As we broaden out the expert teams partnering with Montgomery, I take the opportunity to talk with Alan Kwan the Co-Portfolio Manager from Australian Eagle Asset Management. I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. Continue…
by Scott Phillips Posted in Montgomery News and Updates.
- save this article
- POSTED IN Montgomery News and Updates.
-
The people behind the process – Sean Sequeira
Scott Phillips
September 8, 2022
As we broaden out the expert teams partnering with Montgomery, I take the opportunity to talk with Sean Sequeria the Chief Investment Officer and Portfolio Manager from Australian Eagle Asset Management. I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. Continue…
by Scott Phillips Posted in Montgomery News and Updates.
- save this article
- POSTED IN Montgomery News and Updates.
-
The people behind the process
Scott Phillips
June 10, 2022
As we broaden out the expert teams partnering with Montgomery, I talk with Brett Craig the Portfolio Manager for the Aura High Yield SME Fund and lift the lid on what makes the people behind the process, the blog posts and the numbers tick. Continue…
by Scott Phillips Posted in Montgomery News and Updates.
- save this article
- POSTED IN Montgomery News and Updates.
-
Montgomery Small Companies Fund and investing over the longer term
Scott Phillips
April 28, 2022
We all know that equity markets don’t travel in a straight line, and that has been the case for equity markets over the last couple of years. Looking back at some of the major events that investors and equity markets have had to contend with, and we can list a global pandemic, massive monetary and fiscal stimulus in response, lock-downs like never seen before, then re-opening, supply constraints coupled with strong demand, a Russian invasion on Ukraine, now inflationary pressures across the globe, interest rates on the rise and meanwhile companies are adapting to the changing environment but ultimately trying to execute on delivering the best products or services to their customers and generate growing profits. Continue…
by Scott Phillips Posted in Montgomery News and Updates.
- 2 Comments
- save this article
- 2
- POSTED IN Montgomery News and Updates.
-
Accessing Montgomery’s funds through a platform
Scott Phillips
February 4, 2022
During this most recent pull back in equity markets, we have received a number of calls from investors who have enquired as to what platforms Montgomery’s suite of funds are available on. Now many people may be asking what a “platform” is and what do they do. Continue…
by Scott Phillips Posted in Investing Education.
- save this article
- POSTED IN Investing Education.
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.”
