Video Insights
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Why Megaport is one of the biggest holdings in the Montgomery Small Companies Fund
David Buckland
December 7, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss Megaport (ASX:MP1). Megaport has a market capitalisation of around 3.4 billion and the share price has increased 33 per cent in the past 6 months. Gary discusses the businesses’ competitive advantage and why we believe business growth will accelerate over the next couple of years. continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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Two companies benefiting from the reopening trade
David Buckland
November 9, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Dominic Rose to discuss how the rapid vaccination rates have provided a catalyst for the reopening trade. With this in mind the Montgomery Small Companies Fund has broadened their reopening exposures to include a number of domestic opportunities, including Accent Group and oOh!media. continue…
by David Buckland Posted in Video Insights.
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3Q2021 Polen Capital Global Growth Commentary
Polen Capital
October 21, 2021
In this video Head of the Large Company Growth Team and Portfolio Manager Damon Ficklin discusses the reasons behind the decline in the MSCI ACWI during the September quarter. The most notable themes include higher inflation and the expectation for higher interest rates in the coming years. The market is digesting the expected change in monetary policy around the world and other key factors which include slowing growth, policy changes in China and the COVID-19 pandemic. continue…
by Polen Capital Posted in Polen Capital, Video Insights.
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Three themes driving the Montgomery Small Companies Fund’s performance
David Buckland
October 8, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss the three themes which have helped deliver the Fund’s strong out-performance. Since its inception the Montgomery Small Companies Fund has turned $1 into $1.62 compared to its benchmark the S&P/ASX Small Ordinaries Accumulation Index which turned $1 into $1.26. continue…
by David Buckland Posted in Montgomery Small Caps Management Video Series, Video Insights.
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Why there’s a positive outlook ahead for IMDEX
Dominic Rose
September 24, 2021
IMDEX (ASX:IMD) delivered an impressive set of results for the financial year to 30 June 2021, which materially beat expectations and led to broker forecast upgrades. The two key points from the update include revenue growth of 11 per cent and EBITDA was up 39 per cent. continue…
by Dominic Rose Posted in Montgomery Small Caps Management Video Series, Video Insights.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Two high growth retailers with global expansion strategies
David Buckland
September 6, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Dominic Rose to discuss two high growth Australian retailers with significant global expansion strategies. City Chic (ASX: CCX) and Lovisa (ASX:LOV) make up around 5 per cent of the Montgomery Small Companies Fund portfolio and Dominic identifies why their key prospects are looking better as key markets including the US and UK open back up post COVID-19 lockdowns. continue…
by David Buckland Posted in Companies, Consumer discretionary, Editor's Pick, Stocks We Like, Video Insights.
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Two stocks we like in the lithium and copper space
David Buckland
August 5, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss the significant tailwind of decarbonisation and the ramifications for Lithium and Copper. The two stocks in focus include Pilbara Minerals (ASX:PLS) and Aeris Resources (ASX:AIS) and which, on a combined basis, make up more than 5 per cent of the Montogmery Small Companies Fund portfolio. continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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Polen’s Q2 2021 portfolio commentary
David Buckland
July 23, 2021
In this week’s video insight, Portfolio Manager of the Polen Capital Global Growth strategy, Jeff Mueller, discusses the results for the June 2021 Quarter. To remind readers, the Polen Capital Global Growth Fund appreciated by 10.9 per cent in Australian Dollars, outperforming the benchmark by 2.0 per cent, after expenses. Leading contributors were dominant tech-based companies and in this video Jeff talks about portfolio holdings Adobe, and the recently acquired AON. continue…
by David Buckland Posted in Polen Capital, Video Insights.
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Two travel stocks the small cap team likes
David Buckland
July 7, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Dominic Rose to discuss two travel stocks held in the Fund. Alliance Aviation and Corporate Travel Management are in the bucket of businesses that have been disrupted by the global pandemic although we believe their business models have the ability to use the disruption to their advantage and emerge in much stronger competitive positions. continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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National Storage REIT: Resilience and Growth
Gary Rollo
June 25, 2021
Despite a challenging backdrop through COVID, National Storage REIT (ASX:NSR) has continued its strong trajectory into 2H FY21, supported by market conditions and ongoing portfolio optimisation. The self-storage sector has demonstrated its resilience through COVID and is benefitting from changes to how people live and work. continue…
by Gary Rollo Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Video Insights.
