Montgomery Investment Management

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Comments17

Companies15

Positions opened0

Positions exited3

Last published8 Jan 2026

Companies discussed, last 12 months

2 companies, monthly, latest action on the right

NovJanMarMayJulSepLatest

CDACodanHeld MP1MegaportHeld

Commentary

DateManagerCompanyActionSummary

8 Jan 2026Montgomery Investment Management CDAHeldThe fund manager continues to hold Codan because the share price has retreated from $36 to $30 in recent months, presenting an opportunity given the rising gold price (up 65% in the past year), growing expertise in defence supplying communications technology to the Australian Defence Force, and a recent positive AGM. They note Codan is a second-line gold stock exposed to both the gold mining industry and the defence industry. The manager believes the dual exposure to gold and defence supports the investment case.

Article, price recorded $31.56

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8 Jan 2026Montgomery Investment Management MP1HeldThe fund manager continues to hold Megaport because the recent acquisition of Latitude.sh, a Compute-as-a-Service business, will support the company's effort to elevate and achieve its AI and machine learning goals. They note the share price has declined 30% from $17.70 to $12.40 in recent months, which could prove a good opportunity for investors. The manager believes that with the Latitude.sh acquisition, Megaport is probably worth well over $20 per share, despite being a relatively small cap that has been beaten up.

AI InfrastructureArticle, price recorded $12.55

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15 more commentsEvery comment this manager has published, with sources.

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About Montgomery Investment Management

Value & Growth Focused, All-Cap

Montgomery Investment Management is a Sydney-based fund manager founded in 2010 by well-known Australian value investor Roger Montgomery, author of the bestselling investment book 'Value.able'. The firm runs Australian and global equity strategies grounded in quality-and-value investing, seeking businesses with high returns on equity, strong competitive moats and consistent cash generation, purchased at a discount to intrinsic value. Montgomery built a strong retail and wholesale following through extensive public commentary, a popular investment blog, and books explaining valuation methodology to everyday investors. The firm manages both unlisted funds and listed investment vehicles, extending its approach across domestic small caps and international equities.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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