Insights on investment markets and where the opportunities are for investors

Roger Montgomery from Montgomery Investment Management - Investor Webinar July 2024

About this presentation

Roger Montgomery provides us with an overview of current investment markets, identifies trends, key economic indicators and outlines the impact for investors. He talks us through the small cap opportunity both domestically and global plus provides a recap of what private credit is and the opportunities for investors.

Wholesale Investors Only

Some product(s) mentioned in this presentation is available to wholesale investors only. It is not applicable to or appropriate for retail investors.

STATUTORY STATEMENT

The issuer of Montgomery Small Companies Fund is Fundhost Ltd, ABN 69 092 517 087, AFSL 233045. The Product Disclosure Statement (PDS) and Target Market Determination (TMD) for this product(s) are available at https://www.montinvest.com/. Prospective investors should consider the PDS before deciding to acquire the product.

STATUTORY STATEMENT

The issuer of Polen Capital Global Small and Mid Cap Fund is Fundhost Ltd, ABN 69 092 517 087, AFSL 233045. The Product Disclosure Statement (PDS) and Target Market Determination (TMD) for this product(s) are available at https://www.montinvest.com/. Prospective investors should consider the PDS before deciding to acquire the product.

Disclaimer

• The presentations made during this seminar are for informational and promotional purposes only.
• 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.
• 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.
• All securities and financial products involve risks.
• Past performance of any product is not a reliable indication of future performance.
• Read carefully the governing documents of a product’s offering such as its PDS or information memorandum.
• InvestmentMarkets does not vet, endorse or recommend any product the subject of the presentations and is only facilitating the exposure of the product.
• These presentations were made as at 23-25 July, 2024 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.