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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- POSTED IN Montgomery News and Updates
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Montaka Global Investments wins Award
Scott Phillips
November 7, 2019
As an investment manager our number one goal is to compound the wealth of our investors in a prudent manner while trying to protect against the permanent loss of capital. If we can achieve this then we as investors alongside our clients will be not only successful but should also be happy. continue…
by Scott Phillips Posted in Montgomery News and Updates.
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Where does Montgomery invest its cash?
Dean Curnow
October 15, 2019
For those unaware, Montgomery has a dual objective in its flagship equity strategies being The Montgomery Fund and Montgomery Global Fund, and that is to outperform their respective, full invested equity benchmarks over the medium to longer term, whilst also aiming to preserve invested capital as much as we can in equity markets. continue…
by Dean Curnow Posted in Investing Education, Montgomery News and Updates.
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Five things to know about our new Small Companies Fund
Scott Phillips
September 6, 2019
If you’re looking for growth, then a good place to find it is among the smaller companies universe. That’s why Montgomery has decided to launch a new small companies fund focused on businesses outside the ASX100. This article is designed to share some information for would-be investors. continue…
by Scott Phillips Posted in Montgomery News and Updates.
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The process for finding small companies with potential
Roger Montgomery
August 28, 2019
An important part of investment management is portfolio construction. Gary Rollo and Dominic Rose – two seasoned and dedicated small cap specialists – lift the lid on their investment process and how they go about weighting individual holdings in the portfolio to share insights ahead of the commencement of the new Montgomery Small Companies Fund. continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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- POSTED IN Montgomery News and Updates
