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ESTABLISHED IN 1979, THE POLEN CAPITAL CULTURE
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CAN ACCESS A HIGH-QUALITY PORTFOLIO OF OUTSTANDING
GLOBAL BUSINESSES WITH STRONG GROWTH PROSPECTS.

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Investor Insights & Media

March 26, 2021

What Telstra’s proposed restructure means for shareholders

By Roger Montgomery

If you’re a shareholder in Telstra (ASX:TLS), some good news could be on the horizon courtesy of the company’s proposal to restructure its business. The restructure would split TLS into four distinct subsidiaries, and promises to boost the value of the company’s diverse infrastructure assets.

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.

March 3, 2021

Roger's take on a terrific reporting season

By Roger Montgomery

One year ago, with the world entering a pandemic nightmare, who could have predicted the amazing first half reporting season just gone? Now, with bond rates climbing, the big question for investors is what lies ahead. We expected the results season just ended to be a positive affair.

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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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