Montgomery Investment Management is pleased to announce it has partnered with Polen Capital to make two Polen Capital global growth strategies available to a broad range of Australian investors for the first time. continue…

by Roger Montgomery Posted in Montgomery News and Updates

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As 2020 draws to a close and the team at Montgomery looks forward to spending some quality time with our family and friends, we would like to wish you a Merry Christmas in our final post for the year. continue…

by Roger Montgomery Posted in Montgomery News and Updates

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While small company shares demonstrate greater volatility than big company shares, over longer time frames they tend to deliver higher returns. Over the short-term they can involve more risk because of their lower liquidity, their sensitivity to management’s decision-making and their sensitivity to general economic conditions. For that reason, an investment in the Montgomery Small Companies Fund is recommended as a long-term proposition. continue…

by David Buckland Posted in Montgomery News and Updates

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I am delighted to announce the launch of the Montaka Global Extension Fund (Quoted Managed Hedge Fund) (ASX: MKAX). This new fund gives investors access to a portfolio of global growth opportunities through one online trade. continue…

by Andrew Macken Posted in Montgomery News and Updates

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The Montgomery Small Companies Fund, which was launched in September 2019, recently hit a record high. Since inception to 30 June 2020 The Fund has returned 3.63 per cent,  which compares very favourably to its benchmark, the S&P/ASX Small Ordinaries Accumulation Index outperforming it by 12.11 per cent. continue…

by David Buckland Posted in Montgomery News and Updates

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There is a popular aphorism in investing circles that originally came from Winston Churchill; “never let a good crisis go to waste.” While the human and economic costs of the COVID-19 crisis remain current, Gary Rollo and Dominic Rose, the team behind the Montgomery Smaller Companies Fund have quietly taken advantage of the dislocation to establish the ground work for what might become  an enviable track record. continue…

by Scott Phillips Posted in Editor's Pick, Montgomery News and Updates

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As we look ahead the key questions for markets is how long will global economies remain closed for business, and what will demand look like on the other side of the valley? continue…

by Gary Rollo Posted in Market commentary, Montgomery News and Updates

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For those interested in the up-to-date developments in our global portfolios, we wanted to share the following. As of Monday, March 30, we observed the following: COVID-19 data (daily growth rates in deaths and cases) shows clear improvement in Europe and Australia. continue…

by Andrew Macken Posted in Global markets, Montgomery News and Updates

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Against a rapidly evolving macro backdrop, we thought it would be prudent to provide investors with a brief update on how the Montgomery Small Companies Fund (MSCF) has positioned itself and to share our thoughts on the risks and opportunities that we see ahead of us. continue…

by Dominic Rose Posted in Montgomery News and Updates

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In this week’s video insight, Andrew Macken reviews the recent changes to our global portfolios. Our concerns surrounding how COVID-19 will impact the US in particular have significantly grown from what they once were. This translates into a much more significant – and relatively longer lasting – downside risk in US aggregate demand than we had previously assessed. Though we certainly hope we are wrong, we now believe we were overestimating the preparedness of many western governments and are therefore facing the possibility of a crisis-in-confidence in these governments.

“Humans tends to be averse to change. It can be surprising, unsettling – even scary.  While I realise we may attract criticism for changing our thinking and our positions, we have done so on the basis that we believe it is the right thing to do for the people who have entrusted their capital to us.” Andrew Macken

by Andrew Macken Posted in Montgomery News and Updates, Video Insights

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