Blog Archives

  • The Montgomery Fund’s key drivers of performance in 2021

    Joseph Kim
    January 19, 2022

    In this week’s video insight Joseph discusses the key drivers of The Montgomery Fund’s performance for calendar year 2021. Overall, 2021 was a successful year for The Montgomery Fund. The total return of 25.1 per cent after fees represented an outperformance of 7.6 per cent versus the broader S&P/ASX 300 Accumulation Index, and included two distributions which collectively accounted for 4.2 per cent of the return. Continue…

    by Joseph Kim Posted in Editor's Pick, Montgomery News and Updates, Stocks We Like, Video Insights.

  • Latest developments from Macquarie Telecom

    Gary Rollo
    January 13, 2022

    In this video Gary Rollo joins Macquarie Telecom Group (ASX:MAQ) Chief Executive, David Tudehope at their data centre in Macquarie Park to discuss the site plans and the benefits and synergies of one single data centre campus as well as the latest developments from Macquarie Telecom. Continue…

    by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.

  • Why Megaport is one of the biggest holdings in the Montgomery Small Companies Fund

    David Buckland
    December 7, 2021

    In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss Megaport (ASX:MP1). Megaport has a market capitalisation of around 3.4 billion and the share price has increased 33 per cent in the past 6 months. Gary discusses the businesses’ competitive advantage and why we believe business growth will accelerate over the next couple of years. Continue…

    by David Buckland Posted in Companies, Stocks We Like, Video Insights.

  • Two companies benefiting from the reopening trade

    David Buckland
    November 9, 2021

    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. Continue…

    by David Buckland Posted in Video Insights.

  • 3Q2021 Polen Capital Global Growth Commentary

    Polen Capital
    October 21, 2021

    In this video Head of the Large Company Growth Team and Portfolio Manager Damon Ficklin discusses the reasons behind the decline in the MSCI ACWI during the September quarter. The most notable themes include higher inflation and the expectation for higher interest rates in the coming years. The market is digesting the expected change in monetary policy around the world and other key factors which include slowing growth, policy changes in China and the COVID-19 pandemic. Continue…

    by Polen Capital Posted in Polen Capital, Video Insights.

  • Pentanet brings high end gaming performance to almost any device

    Gary Rollo
    October 18, 2021

    Cloud gaming, sometimes called gaming on demand or gaming-as-a-service, is the future for gaming and computing and Pentanet (ASX:5GG) will soon be launching GeForce NOW – American multinational technology company NVIDIA’s premiere cloud-based game streaming service powered by Pentanet. Continue…

    by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like.

  • Pentanet’s solution for fast internet

    Gary Rollo
    October 14, 2021

    Pentanet (ASX:5GG) is a Perth-based micro-cap in the telco and cloud gaming space. Pentanet is passionate about high-speed internet and delivers the largest fixed wireless network in Perth. The company uses owns their own network which allows larger margins and provides a higher quality of service to its users. Continue…

    by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like.

  • Three themes driving the Montgomery Small Companies Fund’s performance

    David Buckland
    October 8, 2021

    In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss the three themes which have helped deliver the Fund’s strong out-performance. Since its inception the Montgomery Small Companies Fund has turned $1 into $1.62 compared to its benchmark the S&P/ASX Small Ordinaries Accumulation Index which turned $1 into $1.26. Continue…

    by David Buckland Posted in Montgomery Small Caps Management Video Series, Video Insights.

  • Montgomery’s Reporting Season Review

    Roger Montgomery
    September 24, 2021

    Our domestic equities Portfolio Managers presented a live webinar for our clients this week discussing several themes that emerged during the recent reporting season. The Retail, Insurance and Bank sectors delivered a positive surprise, while Health, Staples and Utilities disappointed versus consensus. Continue…

    by Roger Montgomery Posted in Montgomery News and Updates.

  • Why there’s a positive outlook ahead for IMDEX

    Dominic Rose
    September 24, 2021

    IMDEX (ASX:IMD) delivered an impressive set of results for the financial year to 30 June 2021, which materially beat expectations and led to broker forecast upgrades. The two key points from the update include revenue growth of 11 per cent and EBITDA was up 39 per cent. Continue…

    by Dominic Rose Posted in Montgomery Small Caps Management Video Series, Video Insights.