WHITE PAPERS

VALUE AND GROWTH: TWO SIDES OF THE SAME COIN

THE INVESTMENT INDUSTRY AND MEDIA SPEND A LOT OF TIME DISCUSSING ‘VALUE’ VERSUS ‘GROWTH’ INVESTING – AND WHICH OF THEM IS CURRENTLY WINNING. BUT WE DON’T BELIEVE THEY’RE OPPOSITE CONCEPTS. INVESTORS SHOULD CONSIDER BOTH IDEAS TOGETHER AS THEY SEEK OUT QUALITY COMPANIES WITH BRIGHT PROSPECTS THAT WILL DELIVER REWARDS OVER TIME.

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YOUR GATEWAY TO THE WORLD’S BEST COMPANIES

 

ESTABLISHED IN 1979, THE POLEN CAPITAL CULTURE
IS DRIVEN BY THE CORE PURPOSE OF PROTECTING
AND GROWING CLIENTS’ INVESTMENT OVER THE LONG TERM.
THROUGH A PARTNERSHIP WITH MONTGOMERY, INVESTORS
CAN ACCESS A HIGH-QUALITY PORTFOLIO OF OUTSTANDING
GLOBAL BUSINESSES WITH STRONG GROWTH PROSPECTS.

MORE ABOUT POLEN

INTRODUCING THE POLEN CAPITAL TEAM


DAMON FICKLIN AND JEFF MUELLER FROM THE POLEN CAPITAL
GLOBAL GROWTH TEAM JOINED US LIVE FROM FLORIDA TO
INTRODUCE POLEN AND THEIR INVESTING PRINCIPLES BASED
ON A 30+ YEAR TRACK RECORD OF SUCCESSFULLY INVESTING
IN HIGH QUALITY GROWTH COMPANIES. 

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Investor Insights & Media

May 4, 2021

For the Australian economy, it’s full steam ahead!

By Roger Montgomery

Compared to most other major economies, Australia is now in a sweet spot. After breezing through the COVID-19 pandemic, economic growth is above expectations, unemployment is low, and the outlook for business is incredibly positive.

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April 23, 2021

What to expect from the upcoming bank results

By Stuart Jackson

The major banks will release their results over the next couple of weeks. Having generally lagged the market over the last few years, the bank stocks have been relative winners in the last six months as fears around bad debts eased.
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April 20, 2021

Five key stocks in our Small Companies Fund

By Roger Montgomery

The Montgomery Small Companies Fund is diversified across the spectrum of growth. It includes Stable Compounders, Tactical Opportunities, and Structural Winners. In this blog, I set out our key holdings in each of these categories.

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March 15, 2021

Where to invest in 2021

By Roger Montgomery

The highly respected financial services company, Gavekal, recently published its analysis of S&P500 returns during periods of inflation and disinflation (falling inflation) and, by implication, deflation. Its findings are of profound significance for all investors.
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EXISTING MONTAKA GLOBAL INVESTORS

Commencing 1 March 2021, the team at Montaka Global are responsible for all client service and communications for their global funds.

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