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Montgomery Small Companies Fund

Fund Established

September 2019

Number of Investors

1235

Size of the Fund *As at 31/03/2024

$215.9m

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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Income

Australian Equities

Global Equities