In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss the significant tailwind of decarbonisation and the ramifications for Lithium and Copper. The two stocks in focus include Pilbara Minerals (ASX:PLS) and Aeris Resources (ASX:AIS) and which, on a combined basis, make up more than 5 per cent of the Montogmery Small Companies Fund portfolio.
You can watch David’s previous interview here: Two travel stocks the small cap team likes
The Montgomery Small Companies Fund owns shares in Pilbara Minerals and Aeris Resources. This video was prepared 04 August 2021 with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade these companies you should seek financial advice.