• When markets behave like a voting machine, they tend to ignore a business’ underlying fundamentals. Learn more.

Buy Hold Sell: 5 Aussie small caps to weather the storm

Buy Hold Sell: 5 Aussie small caps to weather the storm

Gary Rollo joined James Marlay and Josh Clark on Livewire’s Buy Hold Sell to discuss the small caps that could offer exciting upside while remaining resilient through market cycles. The S&P/ASX Small Ordinaries is down nearly 16 per cent year to date, while the ASX200 is only down 3.6 per cent. Here are the small caps to watch. 


Gary 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.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

Why every investor should read Roger’s book VALUE.ABLE


find out more


Post your comments