08 Oct 2021

By David Buckland


Three themes driving the Montgomery Small Companies Fund's performance


In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss the three themes which have helped deliver the Fund’s strong out-performance. Since its inception the Montgomery Small Companies Fund has turned $1 into $1.62 compared to its benchmark the S&P/ASX Small Ordinaries Accumulation Index which turned $1 into $1.26.

You can watch David’s previous interview here: Two high growth retailers with global expansion strategies


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