The talent turning good businesses into good investments

To invest successfully in small companies, you really need to know the people running the businesses. And in Gary Rollo and Dominic Rose, the Montgomery Small Companies Fund has two highly experienced fund managers well equipped to assess the leaders of ASX-listed small companies.

These talented managers have worked together for more than a decade and have a track record of seizing the opportunities that others miss.

 “My experience tells me that it’s more than just the numbers – it’s critical to meet the management teams of the small companies. Dominic and I have literally pounded the pavement for years doing hundreds of meetings with these management teams. We’re looking to form a partnership with management and talented founders so that as they create value on their journey from small company to large company, our investors benefit. We’re looking for management that can deliver, and that’s what turns a good business into a good investment.”
– Gary Rollo

Because smaller companies are not subject to the same continuous analysis by stockbrokers and industry participants, their prospects for the future are not fully reflected in their valuations, or they take longer to be fully reflected. Both situations create opportunities for astute investors. This is where Gary and Dominic have the talent and experience to assess individual small companies that currently fly under the radar. They will be looking for those future industry leaders that address a large end-market, leverage great technology and have strong management teams.

We think it’s a really exciting time to invest in small companies. There are a lot of companies that are benefiting from global trends such as the cheaper cost to deploy technology and the rise of the Asian consumer. A lot of these companies can also grow quite well despite the macro environment and volatility. The volatility that’s occurred recently also creates some good buying opportunities.” – Dominic Rose

Before founding the Montgomery Small Companies Fund, Gary and Dominic worked together to at MHOR Asset Management. Gary has 16 years’ experience in portfolio management and equities research, including international equities experience at Morgan Stanley and J.P. Morgan in London. Dominic has 14 years’ experience in portfolio management and equities research, including six years as Head of Emerging Companies Research at Deutsche Bank and four years as Head of Research at Foster Stockbroking.

I’m excited to be introducing you to Gary and Dom through the Montgomery Small Companies Fund.

It really is a ground-floor opportunity to invest in tomorrow’s leaders today.
To register your interest, follow the links on the website.

 

The issuer of units in Montgomery Small Companies Fund (ARSN 635 229 533) (Fund) is the Fund’s responsible entity Fundhost Limited (ABN 69 092 517 087) (AFSL 233045). The Fund’s investment manager is Montgomery Lucent Investment Management Pty Limited (ABN 58 635 052 176, Authorised Representative No. 001277163). The Product Disclosure Statement (PDS) will be available prior to launch of the Fund; the expected launch date is 20 September 2019. Copies of the PDS are expected to be available from 2 September 2019 from Montgomery Investment Management, contactable on (02) 8046 5000 or at www.montinvest.com.

This information has been prepared without taking into account the objectives, financial situation or needs of any investor. Before making any decision to make or hold any investment in the Fund you should consider the PDS in full. An investment in the Fund must be made using a valid application form attached to the PDS. Returns are not guaranteed.

Our Funds

The Montgomery Fund

  • AUSTRALIA/NZ
  • Concentrated high conviction equities
  • From $25,000
Learn More

Montgomery Global Fund

  • GLOBAL
  • Concentrated high conviction equities
  • From $25,000
Learn More

Montgomery Alpha Plus Fund

  • GLOBAL
  • A market neutral strategy
  • From $50,000
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Montaka Global Access Fund

  • GLOBAL
  • Access long/short global equity portfolio
  • From $50,000
Learn More

Montgomery Global Equities Fund (ASX:MOGL)

  • GLOBAL
  • Concentrated high conviction equities
  • No minimum investment - see your broker limits
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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.