Investor Insights

November 12, 2024

The Trump effect on small cap stocks 

By Roger Montgomery

Since 2022, we have predicted that small cap stocks, especially those representing innovative businesses with pricing power, would do well in an environment of disinflation and positive economic growth.   Since the end of 2022, the U. S. Russell 2000 Index of small-cap stocks has risen 36 per cent, the U. S.
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November 11, 2024

Sectors poised for growth under Trump’s administration  

By Roger Montgomery

One of the most frequently asked questions by investors following Trump’s election victory is: what sectors will do well? While much remains unknowable about Trump’s second term, his “promises made, promises kept” statement during his victory speech suggests not all is a mystery.
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October 23, 2024

A three-piece update to Nick Scali furniture

By Roger Montgomery

Nick Scali (ASX:NCK) released a trading update along with first half earnings guidance. Most analysts conclude that the update was a downgrade to the first-half consensus net profit after tax (NPAT); longer-term investors will look beyond the short-term effects of higher freight charges. The headline numbers are as follows: the company’s 1H25 group NPAT guidance is now $26.
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October 14, 2024

Celebrating five years of small companies with Gary Rollo and Dominic Rose

By Roger Montgomery

Here at Montgomery, we’ve always believed that partnerships are the backbone of wealth creation. It’s why, together with our key executives David Buckland, Chief Executive Officer and Scott Phillips, Head of Distribution, I have made it my job to identify and partner with those we believe can deliver exceptional outcomes for you.
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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.
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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.
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September 9, 2024

Private credit, a smart choice

By Roger Montgomery

In this week’s video insight, I discuss the compelling features of the Aura Private Credit Income Fund. The fund has outperformed the stock market with zero volatility, providing a 9. 64% compounded annual return over seven years, with no negative months, including during the COVID pandemic.
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August 30, 2024

Reporting season quick takes 

By Roger Montgomery

Amid a hectic reporting week, we offer the following quick takes, highlighting the results of key, high-quality companies.   Cochlear (ASX:COH)  It was Cochlear’s guidance that caught some investors by surprise, particularly those that had set high expectations after 18 months of robust growth.
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