WHAT CAN WE LEARN FROM THE INVESTING THEMES OF FY21?

THE FINANCIAL YEAR TO 30 JUNE 2021 WAS A VOLATILE YEAR FOR INVESTORS PARTICULARLY NOVEMBER WHEN “RE-OPENING” TRADES SURGED ON POSITIVE NEWS ON THE PFIZER VACCINE FRONT, WHILE “COVID-19 WINNERS” WERE SOLD DOWN HEAVILY.

JOSEPH SHARES TWO EXAMPLES TO SHOW HOW SWITCHING POSITIONING AGGRESSIVELY TO TRY AND TAKE ADVANTAGE OF SHORT-TERM MOMENTUM MAY HAVE YIELDED SUB-PAR RESULTS.

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SIZE DOES MATTER WHEN IT COMES TO BETTER RETURNS

IF YOU THINK SIZE MATTERS, YOU’RE RIGHT. SMALL BUSINESSES HAVE THE POTENTIAL TO GROW FASTER. DISCOVER HOW THE MONTGOMERY SMALL COMPANIES FUND DELIVERED INVESTORS 43.82% FOR THE FINANCIAL YEAR, OUTPERFORMING IT'S BENCHMARK BY 10.59%.

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FINANCIAL YEAR END 30 JUNE 2021

FOR INVESTORS LOOKING FOR THE DISTRIBUTION TIMETABLE FOR THE MONTGOMERY FUND, MONTGOMERY [PRIVATE] FUND, MONTGOMERY SMALL COMPANIES FUND AND THE POLEN CAPITAL GLOBAL GROWTH FUND YOU CAN ACCESS THIS VIA THE BELOW BUTTON.

DISTRIBUTION TIMETABLE

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Investor Insights & Media

July 29, 2021

What should we expect from reporting season 2021?

By Roger Montgomery

Profit season unofficially kicked off this week with half-year results from diversified resources behemoth Rio Tinto yesterday. Perhaps the most insightful observation is the lack of downgrades during confession season. In that regard this reporting season is a bit of unusual one – we’ve never really had so much information going in.
July 21, 2021

Polen Capital – a nice start

By David Buckland

Effective March 2021, Montgomery Investment Management became the distribution partner for Polen Capital in Australia and New Zealand. Polen Capital commenced operations in 1979, and the US$70 billion business is 71 per cent owned by its employees, who in turn have 100 per cent of the company’s voting rights.
July 6, 2021

The stocks to buy for when travel opens up again

By Roger Montgomery

For many of us, the current COVID-19-induced travel clampdown is obviously a downer. But for investors, the associated pullback in the price of travel stocks – like Corporate Travel and Webjet – could be a golden opportunity. Because, looking ahead, these businesses should thrive once travel opens up again.
June 24, 2021

Montgomery Small Companies Fund – Active management in action

By Dean Curnow

What does active management look like in the modern era? There are many ways to assess how active a manager actually is – from comparing their active share (or common holdings) or sector over/underweights versus the index, or the turnover rate of  their underlying  holdings, to name a few.

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EXISTING MONTAKA GLOBAL INVESTORS

Commencing 1 March 2021, the team at Montaka Global are responsible for all client service and communications for their global funds.

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