• Roger chats with Gary Rollo to discuss why Megaport is a holding in the Montgomery Small Companies Fund. Watch here.

Buy hold sell: The small-cap sectors to avoid (and where to invest)

Buy hold sell: The small-cap sectors to avoid (and where to invest)

Gary Rollo joined James Marlay and Josh Clark on Livewire’s Buy Hold Sell to discuss why when volatility is up, small caps invariably experience a fall. You can still remain invested in the market with high conviction buys and Gary covers the sectors worth attention and tactics for investors to take advantage of the sell-off.

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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.

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Comments

  1. Jack Chaboisseau
    :

    I have been investing and running my own SMSF for many years now.

    Every day I devote one to two hours to reading investment advice from many different quality sources. I have listened to countless speakers over these years, both live and by podcast.

    Today, at the age of 84, I can confidently say that in my opinion, there are very few of these advisers/speakers who consistently and reliably make sense of investing as a whole.

    One of them who comes to mind is Mr Peter Thornhill who repeatedly for many years has proven that his philosophy of investment is both valid and fool-proof.

    His name: Mr Peter Thornhill

    Please note: I have no personal or business affiliation with Mr Peter Thornhill.

    Jack C.
    Bondi, NSW

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