MONTGOMERY PARTNERS WITH POLEN CAPITAL TO OFFER GLOBAL GROWTH

OUR CLIENTS CAN SOON ACCESS A CONCENTRATED PORTFOLIO OF OUTSTANDING GLOBAL BUSINESSES THROUGH POLEN CAPITAL’S GLOBAL GROWTH STRATEGY UNDER A NEW PARTNERSHIP WITH MONTGOMERY INVESTMENT MANAGEMENT.

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Investor Insights & Media

February 10, 2021

Is there strong growth ahead for Emerging Markets?

By David Buckland

The impact from COVID-19 on Emerging Markets has, in many ways, been even more severe than the developed world. Many middle and low income countries have struggled to contain the outbreak, let alone report the infections and deaths with any degree of accuracy. Medical resources, which in most cases are in limited supply, have been stretched.

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February 9, 2021

Why I don’t think we’re headed for a correction

By Roger Montgomery

Over the last few months, increased risk-taking by investors has led to ballooning prices for loss-making businesses, IPOs in unprofitable firms, and speculative ‘assets’ like cryptocurrency. This is usually a signal that the market is too hot, and is due for a correction. Is the market at risk of an imminent collapse?  There’s no doubt pockets of exuberance exist.

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February 5, 2021

What to make of the Gamestop short squeeze?

By Tim Kelley

The developments in recent weeks in relation to trading in Gamestop, a US-listed mall-based retailer of video games, have been fascinating for a whole host of reasons.   Not the least of these has been how poorly-understood the whole episode has been.

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January 22, 2021

Why we invested in the Cashrewards IPO

By Gary Rollo

Among the plethora of IPOs in the back half of 2020 was one that caught our attention and passed our filters – Cashrewards (ASX:CRW). This is an innovative company with a very attractive business model.   And it’s only just getting going.

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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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