08 Apr 2022


The Montgomery Fund Quarterly Video March 2022

The March 2022 quarter has been a challenging environment for The Montgomery Fund’s core philosophy of investing in quality businesses diversified across the growth spectrum.

We observed significant divergence in relative share price performance across our holdings despite our investee companies delivering solid financial results in a difficult environment.

We remain cautious on recent market moves as volatility remains elevated across all financial markets.

Portfolio Manager Joseph Kim shares his comments on the March quarter in this video:



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