• In this whitepaper Montaka identifies key features of enterprise technology businesses that make them highly resilient and durable investments in most economic conditions. Download here.

Pointsbet: You’ve got to be in it to win it

Pointsbet: You’ve got to be in it to win it

In this article for Livewire James Marlay published a piece on PointsBet which discusses its appeal and Gary’s thoughts on the company.  Getting your head around the appeal of Poinstbet is simple; there is a massive total addressable market that is opening up in the US as online sports gambling gets legalised across the fifty states. Read here.

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Gary 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.

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