Montgomery News and Updates
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Montgomery Partners with Polen Capital
Roger Montgomery
March 1, 2021
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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Montgomery wishes you a Merry Christmas
Roger Montgomery
December 21, 2020
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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Why small businesses can grow at a faster rate than large businesses
David Buckland
September 1, 2020
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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Our Small Companies Fund shows the benefits of active management
David Buckland
July 14, 2020
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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Here’s a story worth telling
Scott Phillips
June 17, 2020
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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Looking through market volatility for opportunities
Gary Rollo
April 8, 2020
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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How the Montgomery Small Companies Fund is positioned throughout this pandemic
Dominic Rose
March 19, 2020
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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Navigating plunging markets through this pandemic
Roger Montgomery
March 12, 2020
With the coronavirus officially being declared a pandemic we bring you this special edition of our video insight discussing how we are handling current market conditions at Montgomery. Today the first order concern is the impact of the virus on populations, the second is the consequences of containment efforts on economic growth, and third are the consequences of protracted lockdowns on the cash flows of businesses. continue…
by Roger Montgomery Posted in Montgomery News and Updates, Video Insights.
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Merry Christmas from the Montgomery Team
Roger Montgomery
December 23, 2019
We have reached that time of the year where the sun is shining, friends and family are gathering and it’s time to hang up our keyboards and recharge. In our final post for the year, we wanted to wish you all happy and safe holiday season filled with joy. continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Welcome Toby to the team
Dean Curnow
December 4, 2019
When I joined Montgomery back in June 2016, the firm had roughly 5,000 private investors within five funds with 16 staff across domestic and global equities based out of one office in Ultimo. Fast forward to today, the firms is privileged to be working for more than 8,000 private investors within nine different funds with 28 staff across our domestic and global businesses based out of Sydney, Surry Hills and New York. continue…
by Dean Curnow Posted in Montgomery News and Updates.
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