Celebrating five years of small companies with Gary Rollo and Dominic Rose
Here at Montgomery, we’ve always believed that partnerships are the backbone of wealth creation. It’s why, together with our key executives David Buckland, Chief Executive Officer and Scott Phillips, Head of Distribution, I have made it my job to identify and partner with those we believe can deliver exceptional outcomes for you.
Today, I’m delighted to celebrate the fifth anniversary of the partnership that forms the backbone of the Montgomery Small Companies Fund.
In 2019, just before the COVID-19 pandemic, Montgomery launched the Montgomery Small Companies Fund (The Fund) with Gary Rollo and Dominic Rose. It was to become one of the most volatile periods in market history. Yet, despite this uncertainty, The Fund navigated the challenges with aplomb.
Since its inception in October 2019, to 30 September 2024, the Montgomery Small Companies Fund has generated a compound annual return of 9.33 per cent per annum, outperforming its benchmark, the S&P/ASX Small Ordinaries Accumulation Index, by 4.97 per cent per annum (net of fees and assuming reinvestment of distributions).
As you would be well aware, I advocate investing in small companies because their innovation provides the potential for disruptive and rapid growth. And because so many fewer analysts cover smaller companies, their pricing can also be favourable.
Of course, success in investing is only achieved with others. Our partners, including the investors who have trusted us with their capital, play an integral role in this journey.
As we celebrate another milestone, I want to thank Gary and Dom for their commitment to delivering outstanding results for our investors, and I would also like to thank the incredible team of individuals at Montgomery who identify and establish our partnerships, ensure our client relationships flourish and safeguard our operations and business for you.
And to you, our investors, thank you for your continued support and belief in a partnership with Montgomery.
Through all our partnerships and funds, we remain committed to your success and look forward to the future in partnership with you.
We remain delighted to be working for you.
Roger
IMPORTANT INFORMATION
The issuer of units in Montgomery Small Companies Fund (ARSN 635 229 533) (Fund) is the Fund’s responsible entity Fundhost Limited (ABN 69 092 517 087) (AFSL 233045). The Fund’s investment manager is Montgomery Lucent Investment Management Pty Limited (ABN 58 635 052 176, Authorised Representative No. 001277163). Copies of the PDS and Target Market Definition (TMD) are available from Montgomery Investment Management, contactable on (02) 8046 5000 or at www.montinvest.com and at https://fundhost.com.au
An investment in the Fund must be through a valid paper or online application form accompanying the PDS. Before making any decision to make or hold any investment in the Fund you should consider the PDS and TMD in full. The information provided does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided and consider seeking advice from a financial advisor if necessary.
You should not base an investment decision simply on past performance. Past performance is not an indicator of future performance. Returns are not guaranteed and so the value of an investment may rise or fall.
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
