In this week’s video insight Roger discusses cloud computing and a small cap opportunity in the space. We currently believe companies within this sector will see a long runway for growth. One company delivering the framework on which this innovation cycle is being built is Macquarie Telecom.

The Montgomery Small Companies Fund  owns shares in Macquarie Telecom. This video was prepared 02 October 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 Macquarie Telecom you should seek financial advice.