A structural growth stock the market is overlooking

Livewire Exclusive

Livewire Markets

When it comes to picking small caps, Australian investors are spoiled for choice with around 2,000 small caps listed on the ASX. Gary Rollo, Portfolio Manager of the Montgomery Small Companies Fund uses three main categories being growth, cyclical and ‘stable compounders’ to narrow down the universe of potential investments.

“The opportunities are many and varied in small caps so we have the flexibility and ability to invest in opportunities as we see them to produce the best risk-adjusted returns.”

For Rollo there are realistically around 400 small caps that meets his investment criteria. Out of those, he whittles the candidates down to the 30 to 50 small-cap stocks the fund has on its books at any one time. 

In this video Gary talks in detail about his process for identifying structural growth stocks for the portfolio that can grow independent to the market cycle. He shares the thesis on a company that he thinks the market has mispriced. 

Now Open: The Montgomery Small Companies Fund

The Montgomery Small Companies Fund invests in 30 to 50 high quality, undervalued, Australian and NZ small and emerging companies with strong growth potential. 

Visit the fund website for more information or send an enquiry using the ‘contact’ button below.


1 stock mentioned

1 contributor mentioned

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.