Download Information for Montgomery Small Companies Fund


Montgomery Small Companies Fund

Fund Established


September 2019

Number of Investors


759

Size of the Fund *As at 30/11/2021


$169.2m


Benefits

  • Small companies have been a rewarding asset class for investment capital over the long term
  • Gives investors access to companies often under-researched by the sell-side brokers
  • The fund invests in the next generation of small and emerging companies that have an exceptional ability to compound in value
My experience tells me it’s critical to meet the management teams of the small companies. Dominic and I have literally pounded the pavement for years doing hundreds of meetings. We’re looking to form a partnership with management and talented founders. We’re looking for management that can deliver, and that’s what turns a good business into a good investment.
Gary Rollo
Portfolio Manager

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