In this video, I discuss Computershare (ASX: CPU), a global provider of share registry and shareholder administration services, and why it caught our attention during the year. I explain how the company’s decision to sell lower-returning businesses and refocus on its core operations has improved the quality of the business, while a significant fall in the share price presented a more attractive valuation. Together, these factors led us to establish a position in Computershare.

Disclaimer: 

The Montgomery [Private] Fund, The Montgomery Fund, and The Australian Eagle Equities Fund own shares in CPU. This video was prepared 26 August 2026 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 CPU, you should seek financial advice.