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Montgomery Small Companies Fund 2024 update
David Buckland
August 9, 2024
In this week’s video insight, I discuss the Montgomery Small Companies Fund (the Fund), managed by Gary Rollo and Dominic Rose. The Fund achieved a remarkable return of 21.4 per cent in fiscal 2024, outperforming its index by 12 per cent on an after-expense basis. Over the nearly five-year period from September 2019 to June 2024, it has consistently beaten the benchmark by over 5.5 per cent per annum. Notable performers in the portfolio include Life360 (ASX:360), Hub24 (ASX:HUB), and Megaport (ASX:MP1). Additionally, I explore the current returns of small caps versus large caps. Continue…
by David Buckland Posted in Small Caps, Video Insights.
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Ausbiz – it’s a good time to invest in innovative small caps
Roger Montgomery
June 12, 2024
In my interview this morning with Ausbiz, I discussed the current market environment and my optimism for equities, amid disinflation and modest economic growth. While 2023 saw major gains concentrated in seven large innovators, smaller companies lagged. With interest rates stabilising, now is an opportune time for smaller, innovative companies, I expect this trend to continue until 2026. I emphasise focusing on quality investments, particularly in sectors like cloud technology, which show strong growth potential and pricing power. You can watch the full interview here: Roger says it’s a good time to invest in innovative small caps Continue…
by Roger Montgomery Posted in TV Appearances.
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FEAR AND GREED: Behind the bloodbath on financial markets
Roger Montgomery
August 6, 2024
In today’s interview with Sean Aylmer on the Fear & Greed podcast, I discussed the recent Australian share market downturn, driven by U.S. market fears and artificial intelligence (AI) monetisation challenges impacting tech stocks. Notably, there has been a rotation from big tech stocks to small caps, with the Nasdaq down about 9 per cent over the last month, while small cap indices, the S&P 600 and the Russell 2000 have risen by 4-5 per cent. This shift suggests that small caps are faring better amid the AI-driven sell-off. I also shared my market predictions for the upcoming days. Continue…
by Roger Montgomery Posted in Podcast Channel.
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Check out my latest feature on ausbiz where i answer the question, Has the AI bubble finally burst? WATCH HERE