In this video insight, David Buckland, CEO of Montgomery, and Sean Sequeira, Chief Investment Officer of Australian Eagle Asset Management, discuss the positive impact of Australian Eagle’s partnership with Montgomery. They delve into recent company earnings reports, highlighting Cochlear’s (ASX:COH) return to growth as indicative of its strong business quality and long-term potential, independent of external factors. They also mention QBE’s (ASX:QBE) efforts to improve margins through enhanced risk management for better earnings quality, potentially leading to a higher market rating.
In this week’s video insight I joined Montgomery’s head of distribution Scott Phillips to discuss a current holding in the Montgomery Small Companies Fund, Alliance Aviation Services (ASX:AQZ). Alliance Aviation Services falls into the category of Aviation, although it is not a typical airline business. I identify why it is a holding in the Montgomery Small Companies Fund and what we expect in terms of its future earnings.