• This week, i joined the 'Equity mates' podcast to discuss the current state of the market LISTEN NOW

Here’s why now is the time for small cap stocks


Here’s why now is the time for small cap stocks

2023 saw the largest gap emerge between large-cap companies and small caps since the GFC. The question is, will this gap to close in 2024? 

We are optimistic about Australian small caps, anticipating a highly favourable environment and outperformance. That gap offers greater growth than large caps, at relatively more attractive valuations.

Last week, I hosted a webinar with the Montgomery Small Companies Fund portfolio managers Gary Rollo and Dominic Rose. We discussed the macroeconomic backdrop, highlighted the conditions that have been historically favourable for small caps, and revealed how the Montgomery Small Companies Fund is positioned for the opportunity.

Additionally, Gary and Dominic revealed three stocks they believe are positioned to do well.

To find out which stocks and more, tune in to the conversation.

Learn more about the Montgomery Small Companies Fund here.

If you would like talk about investing now contact your adviser or our team on 02 8046 5000.


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.

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