Montgomery Fund likes Isentia Group


This week Money asks Roger Montgomery for a hot stock pick - Isentia (ASX:ISD)

Key statistics:

1/09/15 closing share price: $3.450

Isentia group

52 week high: $3.950

Most recent dividend: 3.8c

Annual dividend yield: 1.97%

Full-year reporting season was a little disappointing this time, with a large number of companies being punished by providing 2015-16 guidance that fell short of expectations. At the same time, market volatility has reappeared, leading to some restless nights for a lot of investors.

At times like this, one of the best things you can do is make sure your portfolio is loaded with some of the highest-quality businesses possible.

One such business - and one The Montgomery Fund is happy to own - is Isentia Group (ISD), which provides media intelligence to corporates to help them plan and manage their stakeholder communications. We believe it offers quality and value, and good long-term prospects.

Starting out as a small Australian family business nearly 32 years ago, Isentia has become a global leader in delivering crucial business intelligence, operating in 21 offices across the Asia-Pacific.

Isentia floated on the Australian Securities Exchange in June 2014 and brings together a unique combination of skills honed over many years in many cultures.

The company employs over 1,200 people working together in 15 countries. It has become a market leader by blending innovative technology with smart people to provide clients with relevant information.


Roger Montgomery is founder, chairman and chief investment officer of Montgomery Investment Management. Following a successful career as an analyst and public company chairman, Roger published the first edition of his stock market guide,, in 2010, becoming an Australian best seller in just 16 weeks. He holds a Bachelor of Commerce and is a senior fellow of the Financial Institute of Australasia.
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