PREDICTIONS FOR 2022

WITH THE YEAR DRAWING TO AN END, ARE YOU WONDERING WHAT TO EXPECT FROM SHARE MARKETS IN 2022? ROGER JOINED EQUITY MATES ON AUSBIZ TO SHARE HIS THOUGHTS ON WHY 2022 WILL CONTINUE TO BE GOOD FOR EQUITIES AND WHY THE INDUSTRY TO WATCH IS LITHIUM.

WATCH HERE

TWO BUSINESSES FOR YOUR CHRISTMAS STOCKING

THE MONTGOMERY SMALL COMPANIES FUND APPROACH IS
TO INVEST IN BUSINESSES THAT BENEFIT FROM SUPPORTIVE UNDERLYING THEMES. HERE WE DISCUSS TWO THEMES
AND TWO PREFERRED STOCKS THAT WE THINK WILL
PROVIDE SOLID LONG-TERM RETURNS.

FIND OUT MORE

FINDING GLOBAL GROWTH STORIES

PORTFOLIO MANAGER OF THE POLEN CAPITAL GLOBAL SMALL AND MID CAP FUND ROB FORKER JOINED THE POPULAR U.S ANIMAL SPIRITS PODCAST TO DISCUSS INVESTING IN SMALL-CAP GROWTH STOCKS AROUND THE GLOBE.

LISTEN TODAY

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Investor Insights & Media

November 2, 2021

What to do when a takeover offer is made for a stock you own

By Joseph Kim

Lately, we’ve seen numerous takeover offers for ASX-listed companies like Smartgroup, Hansen Technologies, and Iress. These offers inevitably leave investors wondering whether to buy more shares, sell their holding or sit tight. The answer is always the same: it depends on the context.
October 29, 2021

Two businesses to put in your Christmas stocking

By Roger Montgomery

At the Montgomery Small Companies Fund, our small caps team’s approach is to invest in businesses that benefit from supportive underlying themes. Two themes we like right now are what we call Stable Compounders and Structural Winners. And we have two preferred stocks – one in each theme – that we think will provide solid long-term returns.
October 28, 2021

Three things we’ve learnt from AGM season

By Roger Montgomery

With annual general meeting (AGM) season underway, we’re starting to see some interesting trends. One is that, overall, results have been better than expected. Another is that, in Australia, margins are coming under pressure as inflation starts to bite.

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