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.