Investor Insights

Archive: May, 2022

May 31, 2022

Buy hold sell: The small-cap sectors to avoid (and where to invest)

By Gary Rollo

Gary Rollo joined James Marlay and Josh Clark on Livewire’s Buy Hold Sell to discuss why when volatility is up, small caps invariably experience a fall. You can still remain invested in the market with high conviction buys and Gary covers the sectors worth attention and tactics for investors to take advantage of the sell-off.
May 30, 2022

2 ASX shares experts think have sold off too much

By Gary Rollo

Tony Yoo published an article in the Motley Fool to discuss two stocks that have seen their value plummet even though the underlying businesses have not changed and draws on Gary’s view that Symbio Holdings has been unjustly sold off.

May 30, 2022

Buy hold sell: 5 discounted growth stocks

By Gary Rollo

Gary Rollo joined James Marlay and Josh Clark on Livewire‘s Buy Hold Sell to discuss growth stocks that have been punished and are now discounted including IDP Education, Pro Medicus, City Chic Collective and two stocks that have been oversold and now look attractive.
May 23, 2022

Fear and Greed: What would a US hard landing mean for investors?

By Roger Montgomery

The U. S. Federal Reserve is trying to slow the economy, with price rises at 40 year highs. But can they do it without putting the world’s largest economy into recession? The consequent uncertainty has U. S. stock market participants talking themselves into a bear market.
May 17, 2022

Ausbiz: Faith in central banks is waning

By Roger Montgomery

In this interview for Ausbiz Roger discusses the Federal Reserve of the United States desire to shepherd the U.S. economy and the rest of the globe to a smooth landing as it moves quickly to a ‘neutral’ rate setting. Stagflation may be on the horizon, the term coined in the 1960s, refers to low economic growth combined with high unemployment and high prices. 

May 10, 2022

Aura, Montgomery ink distribution deal

By Roger Montgomery

Montgomery Investment Management will now distribute the Aura High Yield SME Fund on behalf of Aura Funds Management. The fund, which will be offered to wholesale investors, is a diversified portfolio of SME loans, 36% of which are in the agricultural sector. The weighted average loan is just shy of $145,000 with an average duration of four months.

May 9, 2022

Sky News; Markets remain difficult to predict

By Roger Montgomery

Roger joined Sky News Business Editor Ross Greenwood on Thursday to discuss markets. Markets are set to remain volatile and difficult to predict on a day-to-day basis. A lot of companies have benefitted from what we call the COVID pull-through, so there’s a lot of COVID-related demand that was brought forward.
May 2, 2022

Polen Capital’s new form of ‘value investing’

By Roger Montgomery

Polen Capital has an enviable track record of delivering overall out-performance and averaging double-digit annual returns for more than 33 years. Headquartered in Boca Raton in Florida, USA, the firm manages $80 billion in assets.


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