Montgomery Small Caps Management Video Series
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MEDIA
Gary Rollo on Talk Ya Book – A sector exposed to huge tailwinds
Gary Rollo
May 27, 2020
Gary joined Chris Judd on Talk Ya Book to discuss a sector that is exposed to huge tailwinds and specifically a holding in the Montgomery Small Companies Fund, Macquarie Telecom. You can watch the 20-minute interview below.
by Gary Rollo Posted in Montgomery Small Caps Management Video Series, Podcast Channel.
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MEDIA
Imdex strong performance and a positive outlook
Gary Rollo
February 24, 2020
IMDEX Limited (ASX:IMD) has made a positive start to the current financial year reporting seven consecutive halves of revenue and earnings growth. Incoming Chief Executive Officer, Paul House came in to share the highlights of the announced results. continue…
by Gary Rollo Posted in Montgomery Small Caps Management Video Series.
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MEDIA
Infrastructure assets for the digital economy – Data Centres
Gary Rollo
December 18, 2019
Technology was once a major competitive advantage for large companies, today that’s no longer the case, smaller companies can now compete on a level technology playing field thanks to Cloud Computing and the Digital Economy. It’s why we believe that small companies represent an attractive area for investing. continue…
by Gary Rollo Posted in Montgomery Small Caps Management Video Series, Video Insights.
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MEDIA
IMDEX a true innovator – how is technology leading growth?
Gary Rollo
December 12, 2019
IMDEX Limited (ASX:IMD) is a mining services company with solid leverage to gold exploration and development activity. The key attraction for us is the strong IP within the business. Incoming Chief Executive Officer, Paul House shares the exciting pipeline of new technologies. continue…
by Gary Rollo Posted in Montgomery Small Caps Management Video Series.
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MEDIA
Digging for value in a high-tech mining company
Gary Rollo
November 28, 2019
When it comes to investing in small caps, Australian investors are spoiled for choice with around 2,000 small caps listed on the ASX. For us at Montgomery, there are realistically around 400 small caps that meets our investment criteria. Out of those, we invest in 30 to 50 stocks at any one time. In the Montgomery Small Caps Management Video Series, I talk with companies we own in the fund to help investors get under the hood of the small and emerging companies we invest in. continue…
by Gary Rollo Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Video Insights.
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WHITEPAPER
THE PROPERTY RUG PULL
Discover how proposed changes to negative gearing, Capital Gains Tax and holiday home tax rules could reshape property investing, and why investors may consider private credit as property returns become less certain and tax advantages diminish.
READ HERE
