In this 7-minute video Gary Rollo, Portfolio Manager of the Montgomery Small Companies Fund was joined by Roger Montgomery, Founder and Chairman of Montgomery to discuss how the Fund achieved its 12.79 per cent return for the 12 months to 30 June 2023, in comparison to its benchmark which returned 8.45 per cent.
Furthermore, Gary highlights the promising potential of under-researched small-cap stocks and identifies how The Fund is positioned to capitalise on growth opportunities within this domain.
Access The Fund's Annual Letter below: