Investor Insights

September 15, 2026

How the Australian Eagle team is using AI

By Sean Sequeira

  I explain how we’re using AI in two key areas: to support investment research by synthesising information, generating ideas and identifying changes or inflection points in company reporting, and internally to improve how we allocate capital across the portfolio. Our internal AI operates offline, allowing us to use our proprietary research while keeping that information secure.
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September 15, 2026

How we invest in AI

By Gary Rollo

  In this video, I discuss why we see the build-out of AI in Australia as an investable opportunity, from the infrastructure supporting it to the businesses positioned to benefit. I also explain our approach to investing early, starting with smaller positions and increasing exposure as potential winners emerge.
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September 14, 2026

Why MP1 is a high-conviction holding

By Gary Rollo

  In this video, I discuss why Megaport (ASX: MP1) has become one of our highest-conviction holdings, including its position in AI infrastructure, differentiated data centre strategy and potential to benefit from growing demand for AI inference. Disclaimer: The Montgomery Small Companies Fund owns shares in MP1.
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August 31, 2026

ARB’s FY26 – A look under the hood

By Roger Montgomery

ARB Corporation (ASX: ARB) is Australia’s leading designer, manufacturer, and distributor of premium 4×4 vehicle accessories. Known worldwide for its flagship bull bars, suspension systems, roof racks, and camping gear, the company operates an extensive retail, wholesale, and export network serving off-road enthusiasts, commercial fleets, and Original Equipment Manufacturers (OEMs). *This article was written on 25 August 2026.
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August 30, 2026

Why we're underweight the Big Four banks

By Sean Sequeira

  I discuss our positioning in the big four banks and why we maintain a significant underweight. After a period of strong bank performance, we believe the outlook is shifting as credit growth moderates and economic conditions evolve, supporting our current positioning.
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August 28, 2026

The great Treasury swap (and why it matters)

By Roger Montgomery

If you follow financial news, like I do, you might have recently heard market commentator Trevor Hall summarise Treasury Secretary Scott Bessent’s latest move in a single eye-opener: “He’s buying back bonds with 1 per cent interest rates at 50 cents on the dollar and replacing them with short-term debt that currently yields 3 and ¾ per cent.
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August 27, 2026

Keeping on bullish – Yardeni’s thoughts on why AI hasn’t peaked

By Roger Montgomery

This week, the market’s most irrepressible bull, Ed Yardeni published another blog promoting his bullish thesis entitled, Peak Fear? Peak Yields? Peak Earnings? Peak AI? , alongside co-author Elias Griepentrog. The headline gives away the framework because Yardeni and Griepentrog immediately answer the four questions in order: Peak Fear? Yes. Peak Yields? Maybe. Peak Earnings? No. Peak AI? No.
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August 27, 2026

FDC builds momentum after listing

By David Buckland

FDC Consolidated Holdings Limited (ASX: FDC), a major Australian construction, fit-out, and building services company, has had an auspicious beginning as a public company after listing for $3. 00 per share on the ASX on 13 July 2026. FDC reported a 13 per cent increase in revenue for the year to June 2026 to $1.
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August 27, 2026

SkinKandy’s FY26 maiden result

By Roger Montgomery

SkinKandy (ASX: SK1) is Australia and New Zealand’s self-proclaimed leading specialty piercing and body jewellery retailer. Operating a ‘service-led retail model,’ the company delivers over 60 distinct types of professional body and ear piercings alongside a range of high-margin jewellery and specialised aftercare products.
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August 27, 2026

What did Coles bring to the checkout in FY26?

By Roger Montgomery

Supermarket giant Coles Group released its FY26 full-year earnings this week, delivering metrics that were modestly ahead of market expectations. Despite persistent cost-of-living pressures facing Australian households, the company reported solid execution, robust supermarket growth, and strong efficiency measures.
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August 25, 2026

Market state of play – and what to do

By Roger Montgomery

Well into the penultimate quarter of the calendar year, institutional and private investors face the paradox that record infrastructure capital expenditure, particularly by AI hyperscalers, coexists with heightened geopolitical risk, sticky inflation, and an apparent structural shift to the relationship between equities and bonds.
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