Archive: October, 2024

October 8, 2024

Montgomery Small Companies Fund 5-year anniversary

By David Buckland

  In this week’s video insight, I am joined by Gary Rollo and Dominic Rose, portfolio managers of the Montgomery Small Companies Fund, as they celebrate the fund’s five-year milestone. They discuss the fund’s impressive performance, having delivered a 9.
October 1, 2024

Myth-busting private credit

By Roger Montgomery

  In this week’s video insight, Brett Craig, Director at Aura Credit Holdings, our partner in private credit, and I discuss some common myths surrounding private credit. Together, we explore the evolving landscape of lending to small and medium-sized corporates in Australia, shedding light on the risks, returns, and opportunities.

Funds

View all funds