Investor Insights

FIVE KEY THEMES FOR SMALL-CAP INVESTORS

IF YOU SIFT THROUGH THE RECENT COMPANY REPORTS, 
YOU’LL FIND COMMON THEMES ON THOSE WITH POSITIVE 
REPORTS AND/OR OUTLOOK STATEMENTS. 

 

THESE ARE THE COMPANIES FOR YOUR WATCH LIST. 

READ OUR INSIGHTS

Popular & Featured

September 30, 2019

Minetec could be a game-changer for Codan

By Andreas Lundberg

Codan (ASX: CDA) is a manufacturer and supplier of communications, metal detection, and mining technology.  One of its businesses is called Minetec.  It’s a location tracking system that promises to add value to underground mining operations around the world, and has already been adopted by the likes of Newmont and BHP.
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September 2, 2019

What does life cycle investing mean?

By Dominic Rose

The small-cap universe (outside the ASX100) is vast and varied, comprising around 2,000 companies operating across a broad array of industries and ranging in size from just a few million dollars in market value to multiple billions.
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August 23, 2019

Corporate outlook statements point to a tougher year ahead

By Roger Montgomery

As the reporting season avalanche gathers pace, a few company reports have really caught our eye.  Here’s our take on reports by BHP, a2 Milk, Beacon Lighting and Worley Parsons, and what each firm is saying about their near-term prospects. BHP (ASX:BHP) BHP posted its largest annual profit in five years along with a record dividend.
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Learn About Investing

In this section we explore investing basics, common themes and information to help guide your investing journey. 

The information provided is general information only. The information does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided in this document and consider seeking advice from a financial adviser if necessary.
September 27, 2019

It pays to pick the right industry

By George Hadjia

Peter Lynch, the legendary investor, once quipped that it’s best to invest in businesses that any idiot could run, because sooner or later one will. This begs the question of what drives the economic returns of businesses: is it the competitive forces of that industry or the skill of management? It’s likely a combination of both.
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September 12, 2019

How to navigate this confusing market

By Andrew Macken

Andrew Macken joined Tom Piotrowski at CommSec on the Executive Series to discuss the outlook for global markets. With a wide range of possible outcomes for many global scenarios there are some key themes which you should be aware of. Watch here.
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September 6, 2019

Five things to know about our new small companies fund

By Scott Phillips

If you’re looking for growth, then a good place to find it is among the smaller companies universe. That’s why Montgomery has decided to launch a new small companies fund focused on businesses outside the ASX100. This article is designed to share some information for would-be investors.

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Latest Insights

October 4, 2019

Why EML is a core holding in our Small Companies Fund

By Dominic Rose

We recently launched the Montgomery Small Companies Fund.   This new fund has invested in some truly dynamic businesses that we believe will deliver superior returns over the coming years.   One of those is EML Payments (ASX: EML). EML is one of our fund’s initial top five holdings.
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October 3, 2019

Happy Birthday Montgomery Alpha Plus Fund

By Tim Kelley

  In this week’s video insight Tim discusses the revised strategy of our Montgomery Alpha Plus fund.  While one year is too short a timeframe for a meaningful analysis of fund performance, the early signs are encouraging.
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September 30, 2019

Minetec could be a game-changer for Codan

By Andreas Lundberg

Codan (ASX: CDA) is a manufacturer and supplier of communications, metal detection, and mining technology.  One of its businesses is called Minetec.  It’s a location tracking system that promises to add value to underground mining operations around the world, and has already been adopted by the likes of Newmont and BHP.
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September 27, 2019

Can high profit margins hurt?

By Andrew Macken

Much has been written about Kraft Heinz (NASDAQ: KHC): a business which names Warren Buffett’s Berkshire Hathaway as its largest shareholder and one with a stock price that has declined by around 70 percent over the last two years.
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Media Clips

September 30, 2019

How to separate winners and losers

By Roger Montgomery

In this article for Money Magazine Roger identifies why Australian portfolios can significantly benefit from overseas companies, including tech giants, that actually make a profit. Read Roger’s thoughts on Alphabet, Facebook and Uber. Read here.
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September 30, 2019

Wake up, the fairytale is over

By Roger Montgomery

In this article for the Herald Sun Roger discusses unicorns, do they exist? Unicorns tend to be innovative companies with entrepreneurial founders harbouring unbridled egos and larger-than-life ambitions. Let’s take a look at a few of them. Read here.
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September 25, 2019

Money News 24.09.2019

By Roger Montgomery

In this interview on Money News, Roger and Deborah Knight question whether anecdotal support for an investment case can be a good starting point? A few years ago, Warren Buffett doubled his stake in Apple after he spoke to his great grandchildren and their friends on how to use the IPhone.
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September 25, 2019

Choosing top stocks in a volatile market

By Roger Montgomery

In this article for the ASX, Roger discusses how to navigate current market conditions and choose top quality companies. With interest rates declining for the past 37 years since the GFC , it is important to understand where we are.
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Our Funds

Concentrated High Conviction Equities

Listed

Montgomery Global Equities Fund (ASX:MOGL)

Global
Available on the ASX as an Exchange Traded Managed Fund, invests in 15 to 30 quality global businesses for long-term capital growth with a target distribution yield of 4.5% per annum. Mirrors the strategy of the Montgomery Global Fund.
Unlisted From $25,000

Montgomery Global Fund

Global
Invests in 15 to 30 quality global businesses for long-term capital growth. Priced daily. Mirrors the strategy of the Montgomery Global Equities Fund (ASX:MOGL).
Unlisted from $25,000

The Montgomery Fund

Australia/NZ
Aims to provide long-term growth and income by investing in 20 to 40 high-quality Australian and New Zealand businesses trading at attractive valuations. Priced daily.
New Fund

Montgomery Small Companies Fund

Australia/NZ
Aims to provide long-term growth by investing in 30 to 50 high quality, undervalued, Australian and NZ small and emerging companies with strong growth potential. Priced daily.
Unlisted from $1 Million

The Montgomery [Private] Fund

Australia/NZ
Seeks to deliver absolute returns from a portfolio of high-quality Australian and New Zealand businesses. Capital preservation is paramount. By invitation only.

Alternate Equity Strategies

Unlisted from $50,000

Montgomery Alpha Plus Fund

Global
Aims to generate positive returns in both rising and falling markets. Invests in 80 to 180 global businesses expected to deliver above-average returns, while selling short a similar-sized portfolio expected to deliver below-average returns. Priced daily.
Unlisted from $50,000

Montaka Global Access Fund

Global
Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. Priced monthly. Provides retail investors access to the Montaka Global Fund.
Unlisted From $1 Million

Montaka Global Fund

Global
Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. By invitation only.