Investor Insights

Archive: October, 2021

October 29, 2021

Two businesses to put in your Christmas stocking

By Roger Montgomery

At the Montgomery Small Companies Fund, our small caps team’s approach is to invest in businesses that benefit from supportive underlying themes. Two themes we like right now are what we call Stable Compounders and Structural Winners. And we have two preferred stocks – one in each theme – that we think will provide solid long-term returns.
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October 28, 2021

Three things we’ve learnt from AGM season

By Roger Montgomery

With annual general meeting (AGM) season underway, we’re starting to see some interesting trends. One is that, overall, results have been better than expected. Another is that, in Australia, margins are coming under pressure as inflation starts to bite.
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October 28, 2021

Profiting from small brands with big reach

By Roger Montgomery

Packed the car and readying to take a re-opening road trip? Enjoyed a responsible G&T during lockdown?   If you have, you may be familiar with some of the brands I am about to discuss.   What you may not know is that these businesses, whose products you may already be using, are listed global small caps.
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October 26, 2021

Why Westpac is the biggest holding in The Montgomery Fund

In a recent webinar to discuss the August reporting season, I was asked to provide thoughts on questions about the bank stocks. In my third post, I am covering: Why is Westpac the biggest holding in the Montgomery Fund. Why do you like it, more than anything else?
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October 25, 2021

Better simpler strategy - how Etsy has survived and thrived

By David Buckland

In this blog, Professor Felix Oberholzer-Gee from the Harvard Business School, helps to explain how Etsy has survived and thrived from the potential Amazon onslaught. October 2015 was a dark period for Etsy, the prominent US online marketplace for handcrafted goods. Amazon had just launched “Handmade” which competed directly with Etsy’s business.
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October 22, 2021

Specialist platform flows surprising to the upside

By Dominic Rose

The ASX-listed specialist wealth management platforms are showing no signs of slowing momentum, with all three players delivering record net inflows over the September quarter (1Q22), coming in materially ahead of market expectations.
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October 18, 2021

Pentanet brings high end gaming performance to almost any device

By Gary Rollo

  Cloud gaming, sometimes called gaming on demand or gaming-as-a-service, is the future for gaming and computing and Pentanet (ASX:5GG) will soon be launching GeForce NOW – American multinational technology company NVIDIA’s premiere cloud-based game streaming service powered by Pentanet.
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October 14, 2021

Pentanet’s solution for fast internet

By Gary Rollo

Pentanet (ASX:5GG) is a Perth-based micro-cap in the telco and cloud gaming space. Pentanet is passionate about high-speed internet and delivers the largest fixed wireless network in Perth. The company uses owns their own network which allows larger margins and provides a higher quality of service to its users.

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October 13, 2021

The difference between funding for small and big banks

In a recent webinar to discuss the August reporting season, I was asked to provide thoughts on questions about the bank stocks. In my second post, I am covering: What is approximately the cost of funds gap between say the big banks and the small banks?
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October 12, 2021

Polen Capital Global Growth goes long ICON PLC

By David Buckland

When David Polen established Polen Capital in 1979, I’m sure he could not have dreamed of an organisation that in 2021 is staff owned, with US$73 billion of funds under management, which comprises three strategies being run by three dedicated teams from three locations – Large Company Growth out of Boca Raton Florida, Small Company Growth out of Boston and…
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October 11, 2021

Just how small is a global small or mid-cap stock?

By Dean Curnow

In the lead up to the launch of Polen Capital’s second strategy being offered to Australian and New Zealand investors, the Polen Capital Global Small and Mid Cap Fund, I wanted to explore what is a global small and mid cap stock (herein SMID) and how this compares to some of the larger companies listed locally here in Australia.
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October 8, 2021

Three themes driving the Montgomery Small Companies Fund's performance

By David Buckland

In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss the three themes which have helped deliver the Fund’s strong out-performance. Since its inception the Montgomery Small Companies Fund has turned $1 into $1.62 compared to its benchmark the S&P/ASX Small Ordinaries Accumulation Index which turned $1 into $1.26.

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