Monthly Archives: August 2019

  • Should you stay as far away as possible from the WeWork IPO?

    Andreas Lundberg
    August 22, 2019

    In this week’ video insight Andreas takes a closer look at the largest upcoming IPO – WeWork. WeWork provide office space on a temporary basis to business or individuals that either don’t want to commit to a longer lease or that only need office space temporarily.  We think investors should be super cautious. Here’s why.

    by Andreas Lundberg Posted in Video Insights.

  • More highlights from reporting season

    Joseph Kim
    August 22, 2019

    Reporting season has offered up the usual mixed bag of results and outlook statements from Australia’s listed companies.  The management insights from Jumbo Interactive, Domain, Breville and Magellan are particularly interesting. Continue…

    by Joseph Kim Posted in Companies.

  • Montgomery to launch small company fund

    Roger Montgomery
    August 21, 2019

    In this article in Financial Standard Harrison Worley discusses The Montgomery Small Companies fund that will launch on September 20 after Montgomery struck a joint venture deal that sees Rollo – co-founder of the recently shuttered Mhor Asset Management – join Montgomery to manage the fund alongside fellow Mhor alumnus, portfolio manager Dominic Rose. Read here. Continue…

    by Roger Montgomery Posted in On the Internet.

  • Montgomery launches small cap fund

    Roger Montgomery
    August 21, 2019

    In this article in Money Management Oksana Patron discusses our newest offering – the Montgomery Small Companies Fund. The new Fund will be managed by Gary Rollo and Dominic Rose. Read here. Continue…

    by Roger Montgomery Posted in On the Internet.

  • Protected: PROTECTED

    Roger Montgomery's Team
    August 21, 2019

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    by Roger Montgomery's Team Posted in Old Content.

  • Money News 20.08.2019

    Roger Montgomery
    August 21, 2019

    In this interview on Money News Roger and Ross discuss some of the recent reporting results. We’ve seen pockets of enthusiasm in some results although it’s important to keep in mind that these results are looking at the past. What does the future hold?

    by Roger Montgomery Posted in Radio.

  • Why technology is the big advantage for small companies

    Gary Rollo
    August 20, 2019

    Technology once presented a major barrier to entry and often stifled competition. So what changed? We see the explosion in the cloud as a catalyst for why we believe small companies represent an attractive area of investor opportunity. Continue…

    by Gary Rollo Posted in Technology & Telecommunications.

  • Why add small caps to your portfolio

    Dominic Rose
    August 20, 2019

    If I were to characterise the domestic small cap market in just one word, it would be ‘dynamic.’ It is truly dynamic in the sense that it is constantly changing and evolving which creates exciting opportunities for astute investors. Continue…

    by Dominic Rose Posted in Investing Education.

  • The talent turning good businesses into good investments

    Roger Montgomery
    August 20, 2019

    To invest successfully in small companies, you really need to know the people running the businesses. And in Gary Rollo and Dominic Rose, the Montgomery Small Companies Fund has two highly experienced fund managers well equipped to assess the leaders of ASX-listed small companies. Continue…

    by Roger Montgomery Posted in Montgomery News and Updates.

  • Introducing The Montgomery Small Companies Fund

    Roger Montgomery
    August 20, 2019

    We are delighted to welcome respected fund managers Gary Rollo and Dominic Rose to the Montgomery team as we launch our first small companies fund. Continue…

    by Roger Montgomery Posted in Editor's Pick, Montgomery News and Updates.