Why now is the best time to invest in small caps.

Small cap stocks are often overlooked by investors, but they can deliver growth, tap into emerging trends, and diversify your portfolio at relatively cheap prices. In this presentation Roger Montgomery, Founder and Chairman of Montgomery Investment Management, will share his insights on why small caps are attractive in the current market environment. He will also share examples of some of the high-quality domestic and global small cap companies that he is excited about, and how you can access these opportunities through the Montgomery Smaller Companies Fund and the Polen Capital Small and Mid Cap Fund. Montgomery Lucent's investment philosophy is guided by fundamental research and analysis. Small market capitalisation companies are relatively under-researched and when markets misprice securities, this creates investment opportunities. Roger Montgomery founded Montgomery Investment Management in 2010. He has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking.

Disclaimer

• • The presentations made during this seminar are for informational and promotional purposes only.
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• • Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice.
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• • No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity.
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• • These presentations were made as at 25-27 July, 2023 and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.