Revisiting Virtus post downgrade
The Montgomery [Private] Fund originally purchased shares in Virtus Health when the company listed on the ASX in 2013. We have subsequently sold down our holding based on valuation grounds. The recent earnings downgrade and share price weakness in Virtus has prompted us to revisit the stock. In this video Portfolio Manager Russell Muldoon discusses the IVF cycle market in Australia and a rollup of the UK market. Watch the video here:
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Roger Montgomery founded Montgomery Investment Management, www.montinvest.com in 2010. Roger brings more than two decades of investment, financial market experience and knowledge. Roger also authored the best-selling investment book, Value.able.
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