VALUE.ABLE TWO FOR THE PRICE OF ONE

ROGER MONTGOMERY'S BEST-SELLING VALUE INVESTING GUIDE BOOK FOR THE STOCK MARKET, VALUE.ABLE, SETS OUT HIS THREE SIMPLE STEPS FOR VALUE INVESTING AND ONLINE TRADING.

THIS CHRISTMAS YOU CAN BUY TWO COPIES OF VALUE.ABLE FOR THE PRICE OF ONE. USE THE DISCOUNT CODE: XMASGIFT

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QUALITY’S PERFORMANCE ACROSS THE BUSINESS CYCLE

POLEN CAPITAL SHARE AN ANALYSIS OF HOW QUALITY STOCKS HAVE FARED ACROSS DIFFERENT ECONOMIC ENVIRONMENTS.


QUALITY HAS HISTORICALLY PERFORMED BEST IN RECESSION STAGES, WITH POSITIVE PERFORMANCE IN FOUR OF FIVE OBSERVED PERIODS.

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WHY MACQUARIE GROUP IS A HIGH CONVICTION POSITION IN THE MONTGOMERY FUND

AUSTRALIAN EAGLE ASSET MANAGEMENT HAVE NOW TAKEN A POSITION IN MACQUARIE GROUP TWICE, WITH THE FIRST POSITION BEING EXITED PRIOR TO THE GFC.

SEAN SEQUEIRA SHARES MORE ON THE INVESTMENT THESIS IN MACQUARIE GROUP AND THE DRIVERS THAT CHANGE OUR LONGER-TERM GROWTH PROFILE FOR THE COMPANY.

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Investor Insights & Media

November 21, 2022

Why our small companies fund is underweight the retail sector

By Roger Montgomery

It’s a tough time to be a retailer, what with increasing interest rates, fuel and energy costs putting a squeeze on consumer spending. And some retailers are particularly adversely affected. Which is why investors need to be highly selective – especially when it comes to buying shares in consumer discretionary businesses.
November 17, 2022

Quality’s performance across the business cycle

By Polen Capital

Quality stocks have been shown in studies to have robust historical performances. 1 This analysis takes a deeper look into the Quality factor’s performance by breaking out its history into the four stages of the business cycle: Early, Mid, Late, and Recession.

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