Two travel stocks the small cap team likes
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Dominic Rose to discuss two travel stocks held in the Fund. Alliance Aviation and Corporate Travel Management are in the bucket of businesses that have been disrupted by the global pandemic although we believe their business models have the ability to use the disruption to their advantage and emerge in much stronger competitive positions.
You can watch David’s previous interview here: Two structural growth stocks in the Montgomery Small Companies Fund
The Montgomery Small Companies Fund owns shares in Alliance Aviation and Corporate Travel Management. This video was prepared 07 July 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.