Gary Rollo

Gary Rollo is the Portfolio Manager of the Montgomery Small Companies Fund. Gary joined Montgomery in August 2019 after spending three years at MHOR Asset Management in Sydney as a Founder and Portfolio Manager. Prior to this, Gary was a Portfolio Manager at Renaissance Asset Manager in Sydney for six years. Before moving to Australia, Gary spent five years in London running Morgan Stanley’s Technology Sector Equity Research Team, as well as two years covering technology companies for JP Morgan.

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articles by Gary Rollo

Alliance Aviation Services – A beacon amidst small cap volatility

Gary Rollo

November 15, 2023
In this video insight, David Buckland and Gary Rollo discuss the underperformance of small-cap stocks compared to large-cap stocks since the beginning of 2022. Gary explains that economic uncertainty has contributed to the recent underperformance, as investors tend to shift from small, less liquid investments to larger ones during such periods. However, he views this as a temporary condition, anticipating that once economic uncertainty diminishes, the longer-term performance characteristics of small caps may come into play. Continue…

by Gary Rollo Posted in Companies, Stocks We Like, Video Insights.

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The surge in uranium stocks: Why we like Boss Energy

Gary Rollo

October 13, 2023
In this week’s video insight, David Buckland and Gary Rollo discusses the recent surge in uranium stocks. Gary explains the rationale behind their investments in uranium, emphasising the changing attitudes towards nuclear energy in the context of decarbonization. He highlights a supply-demand imbalance resulting from a decade of underinvestment in uranium production after the Fukushima disaster, making the commodity an attractive investment. They delve into one company they like, Boss Energy (ASX: BOE). Continue…

by Gary Rollo Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.

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POSTED IN Companies, Editor's Pick, Stocks We Like, Video Insights.
The Montgomery Small Companies Fund has had a cracking few months

Gary Rollo

September 7, 2023
In this week’s video insight I joined David Buckland to dive into the recent performance of the Montgomery Small Companies Fund. As the reporting season concludes, the Fund has delivered 11.19 per cent for the three months to 31 August. This is an outperformance of 8.97 per cent compared to its benchmark the S&P/ ASX Small Ordinaries Accumulation Index. The outperformance can be attributed to several key stocks in the Fund’s portfolio, particularly Megaport (ASX:MP1), Audinate (ASX:AD8), and Aussie Broadband (ASX:ABB), all of which have exhibited strong growth and management excellence. Continue…

by Gary Rollo Posted in Editor's Pick, Stocks We Like, Video Insights.

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Why we think Alliance Aviation has strong earnings growth potential

Gary Rollo

August 11, 2023
In this week’s video insight I joined Montgomery’s head of distribution Scott Phillips to discuss a current holding in the Montgomery Small Companies Fund, Alliance Aviation Services (ASX:AQZ). Alliance Aviation Services falls into the category of Aviation, although it is not a typical airline business. I identify why it is a holding in the Montgomery Small Companies Fund and what we expect in terms of its future earnings. Continue…

by Gary Rollo Posted in Airlines, Companies, Editor's Pick, Stocks We Like, Video Insights.

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POSTED IN Airlines, Companies, Editor's Pick, Stocks We Like, Video Insights.
Two stocks we currently like

Gary Rollo

May 19, 2023
In this week’s video insight I joined Montgomery’s head of distribution Scott Phillips to discuss two stocks we currently hold in the Montgomery Small Companies Fund including insurance broking, underwriting agency and risk management businesses AUB Group (ASX:AUB) and lithium producer Allkem (ASX:AKE). AUB Group falls into the category of stable compounders, those businesses with defensive growth characteristics. And we think Allkem is very attractive in the lithium sector. Continue…

by Gary Rollo Posted in Editor's Pick, Stocks We Like, Video Insights.

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Stocks we like in the EV space

Gary Rollo

April 17, 2023
In this week’s video insight, Scott Phillips our Head of Distribution joined Gary Rollo, Portfolio Manager for the Montgomery Small Companies Fund to discuss the difference between producers and developers in the electric vehicle (EV) sector and share some companies they think have bright prospects. Continue…

by Gary Rollo Posted in Companies, Stocks We Like, Video Insights.

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Why we have exposure to the long-term EV theme

Gary Rollo

April 13, 2023
In this week’s video insight, Scott Phillips our Head of Distribution joined Gary Rollo, Portfolio Manager for the Montgomery Small Companies Fund to discuss the long-term electric vehicle (EV) theme, what’s been happening in global markets and the team’s approach to investing in EV. Continue…

by Gary Rollo Posted in Video Insights.

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My top picks in the resources sector

Gary Rollo

January 31, 2023
In this week’s video insight Gary and David discuss how the reopening of China is having a positive impact on the resources sector, specifically copper. The Montgomery Small Companies Fund is currently overweight industrial metals and Gary shares three stocks we like in this space as well as three lithium producers that we think have bright prospects. Continue…

by Gary Rollo Posted in Companies, Editor's Pick, Energy / Resources, Stocks We Like, Video Insights.

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POSTED IN Companies, Editor's Pick, Energy / Resources, Stocks We Like, Video Insights.
Why Symbio sees a long growth story in the Asian market

Gary Rollo

October 19, 2022
In this video Gary Rollo joined Symbio’s (ASX:SYM) CEO and Co-Founder Rene Sugo to introduce the business and share how the businesses’ telecom software works. Rene also delves deeper into Symbio’s opportunity in Asian markets and the growth prospects there. Continue…

by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.

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POSTED IN Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
Talk Ya Book: A growth stock for your list

Gary Rollo

August 11, 2022
Gary Rollo joined Chris Judd’s Talk Ya Book to discuss one of his favourite value picks at the moment, telecom software business Symbio Holdings (ASX:SYM). Symbio is profitable, growing, generates cash flows and is also on 9 times EBITDA which for an industrial stock is cheaper than the market.

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by Gary Rollo Posted in Companies, Editor's Pick, Stocks We Like.

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