Investor Insights

April 22, 2021

Why we think NSR is an exceptional REIT

By Gary Rollo

The real estate investment trust sector is not a traditional hunting ground for the Montgomery Small Companies Fund. REITs tend to be passive asset owners or rent collectors. So they’re not a natural fit for our philosophy of investing in talented management teams that can generate compounding wealth for our investors. But National Storage REIT (ASX:NSR) is an exception.
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April 20, 2021

Five key stocks in our Small Companies Fund

By Roger Montgomery

The Montgomery Small Companies Fund is diversified across the spectrum of growth. It includes Stable Compounders, Tactical Opportunities, and Structural Winners. In this blog, I set out our key holdings in each of these categories. But first, let me explain the categories.   Exclusive Content This is exclusive content to subscribers on rogermontgomery. com.
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April 19, 2021

Where next for Telstra?

By Tim Kelley

In June 2018, Telstra (ASX:TLS) announced its Telstra2022 strategy, aimed at simplifying its operations and product set and reducing its cost base.
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April 13, 2021

What you need to know about NFTs and the blockchain

By Roger Montgomery

Move over cryptocurrencies. There’s a new kid on the block(chain) – non-fungible tokens (NFTs). And if you’re an investor, you need to know about them. Because there is real money being spent, and fortunes being made. For some people, cryptocurrencies represent all that is wrong with unbridled capitalism, ultra-low interest rates, investor behaviour and even millennials.
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April 9, 2021

Inditex, and the return to work boost

By David Buckland

Inditex, short for Industrial de Diseno Textil, is a Spanish multinational clothing company with 6,800 stores in 96 markets worldwide. Brands include Zara, Bershka, Massimo Dutti, Pull&Bear, Stradivarius, Oysho, Zara Home and Uterque. Like most clothing retailers, revenue in the year to February 2021 was hard hit by COVID-19 at E20. 4 billion (US$24. 1 billion).
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April 8, 2021

How to profit from the boom in batteries

By Roger Montgomery

According to Roskill Information Services, demand for lithium-ion batteries will increase more than ten-fold over the decade to 2029. This will inevitably lift demand – and prices – for the minerals required to make the batteries. And this should put some Australian miners in the box seat to profit from the next energy revolution.
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March 31, 2021

Why small companies have big potential: webinar recording

Portfolio Managers Gary Rollo and Dominic Rose provided an introduction to their investment philosophy and process which ultimately seeks to invest across the growth spectrum in three core areas: Stable Compounders, Tactical Opportunities and Structural Winners.   Through active management during a volatile 2020, the Fund has delivered strong outperformance of 18.
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March 26, 2021

What Telstra’s proposed restructure means for shareholders

By Roger Montgomery

If you’re a shareholder in Telstra (ASX:TLS), some good news could be on the horizon courtesy of the company’s proposal to restructure its business. The restructure would split TLS into four distinct subsidiaries, and promises to boost the value of the company’s diverse infrastructure assets.
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March 18, 2021

Why I think house prices will keep going up

By Roger Montgomery

Australia is in the grip of its biggest property price boom in more than a decade. The boom is motivated in no small part by a fear of missing out. But there are also other important factors at play, leading me to believe that this trend could continue for some time.
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March 16, 2021

LVMH and the rise of China

By David Buckland

I remember it like yesterday – several years ago walking up the Champs-Elysees towards the Arc de Triomphe, with my wife Penny.
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