Blog Archives

  • Two high growth retailers with global expansion strategies

    David Buckland
    September 6, 2021

    In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Dominic Rose to discuss two high growth Australian retailers with significant global expansion strategies. City Chic (ASX: CCX) and Lovisa (ASX:LOV) make up around 5 per cent of the Montgomery Small Companies Fund portfolio and Dominic identifies why their key prospects are looking better as key markets including the US and UK open back up post COVID-19 lockdowns. Continue…

    by David Buckland Posted in Companies, Consumer discretionary, Editor's Pick, Stocks We Like, Video Insights.

  • Two stocks we like in the lithium and copper space

    David Buckland
    August 5, 2021

    In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss the significant tailwind of decarbonisation and the ramifications for Lithium and Copper. The two stocks in focus include Pilbara Minerals (ASX:PLS) and Aeris Resources (ASX:AIS) and which, on a combined basis, make up more than 5 per cent  of the Montogmery Small Companies Fund portfolio. Continue…

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

  • Two types of growth: organic and acquisition

    Stuart Jackson
    June 23, 2021

    In this week’s video insight Stuart discusses how the value of a company’s growth is determined and identifies two types of growth organic and acquisition. If one company is generating growth by investing in its own assets, it is likely to have a marginal return on capital that is greater than a company that is acquiring its growth by buying other businesses.

    by Stuart Jackson Posted in Video Insights.

  • Two structural growth stocks in the Montgomery Small Companies Fund

    David Buckland
    June 10, 2021

    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. Continue…

    by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.

  • US travel demonstrates vaccination is the path to normal

    Roger Montgomery
    June 4, 2021

    In this week’s video insight Roger discusses why he believes vaccinations are the surest path to reopening. US airlines are reporting steady improvement in bookings, in the last three weeks, booking volumes and prices for July travel have returned to near 2019 levels, with some flights back to 90 per cent capacity. The good news surrounding the benefits of vaccinations keeps coming, will this spur hesitators to get vaccinated?

    by Roger Montgomery Posted in Video Insights.

  • Where to next for Reliance Worldwide?

    Joseph Kim
    May 10, 2021

    In this week’s video insight Joseph comments on Reliance Worldwide’s recent trading update which revealed the company was a significant beneficiary of the recent freeze event in Texas. Looking forward, Joseph discusses the three key drivers to consider to forecast the company’s future earnings. Continue…

    by Joseph Kim Posted in Editor's Pick, Video Insights.

  • Finding opportunities in small companies

    Gary Rollo
    May 4, 2021

    There are over 2,000 companies listed on the ASX and most of them are small caps presenting huge investment opportunities in ASX small cap stocks, but how do you know which ones to invest in? We look for exposure to high-quality businesses that exhibit considerable growth and will come out of the pandemic in a stronger competitive position.

    Continue…

    by Gary Rollo Posted in Companies, Investing Education.

  • How to estimate intrinsic value

    Roger Montgomery
    April 30, 2021

    In this educational video Roger shares the steps for estimating intrinsic value using the formula from his book Value.able. Back in February 2011 when he applied the formula to Woolworths Roger arrived at an intrinsic value of $23.36. Today, he share with you the steps to update the estimated intrinsic value of Woolworths keeping in mind the biggest change over the last 10 years – a significant decline in interest rates. Continue…

    by Roger Montgomery Posted in Editor's Pick, Investing Education, Video Insights.

  • Polen Capital investing across the growth spectrum

    David Buckland
    April 21, 2021

    In this week’s video insight David discusses the how in the six and one quarter years to 31 March 2021 the Polen Global Growth strategy has delivered annual average returns in Australian dollars exceeding 16 per cent, approximately five per cent better than the MSCI All Country World Index in Australian Dollars. David also shares how Polen Capital invests across the growth spectrum sharing some key portfolio holdings. Continue…

    by David Buckland Posted in Polen Capital, Video Insights.

  • Three small caps we like

    Gary Rollo
    April 15, 2021

    We have key themes that drive investment decisions in the Montgomery Small Companies Fund to find innovative companies with a competitive advantage. In this short video Dominic and I present case studies on three high conviction holdings to give you a sense of some of the opportunities in the portfolio. Continue…

    by Gary Rollo Posted in Companies, Stocks We Like, Video Insights.