Video Insights
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How the Australian Eagle team is using AI
Sean Sequeira
September 16, 2026
I explain how we’re using AI in two key areas: to support investment research by synthesising information, generating ideas and identifying changes or inflection points in company reporting, and internally to improve how we allocate capital across the portfolio. Our internal AI operates offline, allowing us to use our proprietary research while keeping that information secure.
by Sean Sequeira Posted in Insightful Insights, Technology & Telecommunications, Video Insights.
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How we invest in AI
Gary Rollo
September 15, 2026
In this video, I discuss why we see the build-out of AI in Australia as an investable opportunity, from the infrastructure supporting it to the businesses positioned to benefit. I also explain our approach to investing early, starting with smaller positions and increasing exposure as potential winners emerge.
by Gary Rollo Posted in Economics, Editor's Pick, Feature Article, Insightful Insights, Investing Education, Market commentary, Popular, Small Caps, Video Insights.
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Why MP1 is a high-conviction holding
Gary Rollo
September 14, 2026
In this video, I discuss why Megaport (ASX: MP1) has become one of our highest-conviction holdings, including its position in AI infrastructure, differentiated data centre strategy and potential to benefit from growing demand for AI inference.
Disclaimer: The Montgomery Small Companies Fund owns shares in MP1. This video was prepared 14 September 2026 with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade MP1, you should seek financial advice. continue…by Gary Rollo Posted in Companies, Editor's Pick, Feature Article, Insightful Insights, Investing Education, Manufacturing, Market commentary, Market Valuation, Popular, Small Caps, Stocks We Like, Video Insights.
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Why we’re underweight the Big Four banks
Sean Sequeira
August 31, 2026
I discuss our positioning in the big four banks and why we maintain a significant underweight. After a period of strong bank performance, we believe the outlook is shifting as credit growth moderates and economic conditions evolve, supporting our current positioning. continue…
by Sean Sequeira Posted in Economics, Financial Services, Market commentary, Market Valuation, Video Insights.
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Why Computershare caught our attention
Sean Sequeira
August 26, 2026
In this video, I discuss Computershare (ASX: CPU), a global provider of share registry and shareholder administration services, and why it caught our attention during the year. I explain how the company’s decision to sell lower-returning businesses and refocus on its core operations has improved the quality of the business, while a significant fall in the share price presented a more attractive valuation. Together, these factors led us to establish a position in Computershare. continue…
by Sean Sequeira Posted in Companies, Editor's Pick, Feature Article, Financial Services, Insightful Insights, Manufacturing, Market commentary, Market Valuation, Stocks We Like, 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.
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How Aura protects investors
Scott Phillips
August 20, 2026
I speak with Brett Craig, Director of Private Credit at Aura Credit Holdings, about how Aura structures its private credit portfolios with multiple layers of protection aimed at preserving investors’ capital. Brett explains how this begins with selecting quality Australian businesses, rigorous credit assessment and tangible loan security, before adding further protection through lender equity that sits below Aura’s investment in the capital structure.
We also discuss the role of diversification across thousands of underlying loans, short loan durations of typically three to five months, and independent monthly risk assessments by Open Analytics. Together, these measures are designed to manage risk across the portfolio and provide multiple avenues of protection should a borrower experience financial difficulty.
Learn more about private credit.
Alternatively, you can speak with David Buckland or Rhodri Taylor here at Montgomery on (02) 8046 5000. continue…by Scott Phillips Posted in Aura Group, Editor's Pick, Insightful Insights, Investing Education, Video Insights.
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Understanding private credit risk with Open Analytics
Scott Phillips
August 18, 2026
I speak with Brett Craig, Director of Private Credit at Aura Credit Holdings, about how independent credit analysis can help investors and advisers better understand and compare risk across private credit portfolios.
Brett explains how Aura works with Open Analytics to independently assess its portfolios each month using bank-grade credit risk methodologies. The analysis considers every underlying loan, incorporates changing economic conditions and runs one million Monte Carlo simulations to assess expected credit losses and portfolio resilience. The resulting S&P-equivalent credit ratings provide advisers and investors with an additional, objective tool to support due diligence and understand the underlying risk within Aura’s private credit portfolios.
Learn more about private credit.
Alternatively, you can speak with David Buckland or Rhodri Taylor here at Montgomery on (02) 8046 5000. continue…by Scott Phillips Posted in Aura Group, Editor's Pick, Popular, Video Insights.
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Why Australian Private Credit is different
Scott Phillips
August 18, 2026
I speak with Brett Craig, Director of Private Credit at Aura Credit Holdings, about the key differences between the Australian and U.S. private credit markets, and why the risks making headlines overseas may not necessarily translate directly to Australia. We discuss how differences in borrowers, lending structures, loan duration, asset security and legal frameworks can result in very different risk profiles.
We also explore Aura Private Credit’s approach, including its focus on established businesses, asset-backed lending, shorter-duration loans and portfolio diversification. Brett explains why understanding how a manager generates returns, manages liquidity and protects against potential losses can be more important than simply comparing headline yields.
Learn more about private credit.
Alternatively, you can speak with David Buckland or Rhodri Taylor here at Montgomery on (02) 8046 5000. continue…by Scott Phillips Posted in Aura Group, Editor's Pick, Insightful Insights, Investing Education, Popular, Video Insights.
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Why Aussie Broadband fits our investment approach
Gary Rollo
August 13, 2026
In this video I discuss Aussie Broadband (ASX: ABB), a growing challenger in Australia’s retail broadband market with around 15 per cent of the NBN market across its retail and wholesale services.
The company has delivered double-digit organic sales growth alongside acquisitions, while increasing scale may support further growth and operating efficiencies. Earnings are expected to grow over the next two years, supported by a cashflow-generative business and relatively low gearing.
While concerns around competition from Starlink have recently weighed on the share price, I explain why the current valuation may offer an attractive entry point if ABB continues to execute on its growth strategy. continue…
by Gary Rollo Posted in Companies, Editor's Pick, Insightful Insights, Market commentary, Market Valuation, Popular, Small Caps, Stocks We Like, Video Insights.
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Seeing red? Look at the bigger picture
Roger Montgomery
August 5, 2026
In this week’s Video Insight, I explain why market volatility is a normal part of investing. While market pullbacks can feel unsettling, history shows they’ve often been temporary and have regularly occurred even in years that finished with strong returns. The key is staying disciplined and keeping your focus on the long term. continue…
by Roger Montgomery Posted in Economics, Editor's Pick, Insightful Insights, Intrinsic Value, Investing Education, Market commentary, Market Valuation, Video Insights.
