• Goodman Group’s recent trading update was extremely upbeat, announcing higher levels of profitability and expectations for increased earnings. Read here

Two companies benefiting from the reopening trade

 

Two companies benefiting from the reopening trade

In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Dominic Rose to discuss how the rapid vaccination rates have provided a catalyst for the reopening trade. With this in mind the Montgomery Small Companies Fund has broadened their reopening exposures to include a number of domestic opportunities, including Accent Group and oOh!media.

You can watch David’s previous interview here: Three themes driving the Montgomery Small Companies Fund’s Performance

The Montgomery Small Companies Fund owns shares in Accent Group and oOh!media. This video was prepared 08 November 2021 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 these companies you should seek financial advice.

INVEST WITH MONTGOMERY

Chief Executive Officer of Montgomery Investment Management, David has over 30 years of industry experience. David is a deeply knowledgeable and highly experienced financial services executive. Prior to joining Montgomery in 2012, David was CEO and Executive Director of Hunter Hall for 11 years, as well as a Director at JP Morgan in Sydney and London for eight years.

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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