We first interviewed Roger Montgomery in September 2012 and he promoted the idea of contrarian investing and mentioned recent purchases including lottery Jumbo Interactive (JIN), which then had a market cap of $53m, as well as Woolworths (WOW) whose market cap was $33.2bn. Fast forward to today and Jumbo is valued at over $1bn, even after recent weakness. Woolworths now worth $39.4bn.

Roger has seen the light! He is investing heavily in his small cap fund, which is managed by Gary Rollo and Dominic Rose. Find out which stocks they’re buying now.

Because we have a deep history with the actions of many fund managers, we are more penetrating when it comes to questions around their philosophy and their actions.

Under the Radar Report is about facilitating a community that talks to us and to each other. We cover the stocks you own, and we look for stocks you don’t. We advise on decision making when stocks are going well and when they’re not.

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