Here’s why now is the time for small cap stocks


2023 saw the largest gap emerge between large-cap companies and small caps since the GFC. The question is, will this gap to close in 2024? 

We are optimistic about Australian small caps, anticipating a highly favourable environment and outperformance. That gap offers greater growth than large caps, at relatively more attractive valuations.

Last week, I hosted a webinar with the Montgomery Small Companies Fund portfolio managers Gary Rollo and Dominic Rose. We discussed the macroeconomic backdrop, highlighted the conditions that have been historically favourable for small caps, and revealed how the Montgomery Small Companies Fund is positioned for the opportunity.

Additionally, Gary and Dominic revealed three stocks they believe are positioned to do well.

To find out which stocks and more, tune in to the conversation.

Learn more about the Montgomery Small Companies Fund here.

If you would like talk about investing now contact your adviser or our team on 02 8046 5000.


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