Equity Mates: Buy or sell with Gary Rollo
I joined Adam Keily on the ‘Equity Mates’ podcast to discuss eight small-cap stocks, share my insights on their performance and answer whether I would buy or sell them. In this episode, we delve into the factors influencing each company providing an analysis of their current and future potential. Tune in to discover which stocks I am currently optimistic about and the rationale behind my perspectives.
The companies I discuss include:
- Ingenia Communities Group (ASX:INA)
- Iress (ASX:IRE)
- Superloop (ASX:SLC)
- Aussie Broadband (ASX:ABB)
- GQG Partners (ASX:GQG)
- Nueren Pharmaceuticals (ASX:NEU)
- Data#3 (ASX:DTL)
- Tyro Payments (ASX:TYR)
The Montgomery Small Companies Fund owns shares in Superloop, Nueren Pharmaceuticals, GQG Partners and Ingenia. This article was prepared 18 June 2024 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 Superloop, Nueren Pharmaceuticals, GQG Partners or Ingenia, you should seek financial advice.
Gary Rollo is the Portfolio Manager of the Montgomery Small Companies Fund. Gary joined Montgomery in August 2019 after spending three years at MHOR Asset Management in Sydney as a Founder and Portfolio Manager. Prior to this, Gary was a Portfolio Manager at Renaissance Asset Manager in Sydney for six years. Before moving to Australia, Gary spent five years in London running Morgan Stanley’s Technology Sector Equity Research Team, as well as two years covering technology companies for JP Morgan.
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.
