Two structural growth stocks in the Montgomery Small Companies Fund
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss two structural growth companies held in the Fund. Macquarie Telecom and Uniti Group are both telecommunications companies and combined come to around 7 per cent of the Fund’s portfolio.
The Montgomery Small Companies Fund owns shares in Macquarie Telecom and Uniti Group. This video was prepared 09 June 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.