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.
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.
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. But first, let me explain the categories.
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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.
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.
I regularly join Philip Clarke’s ABC Nightlife radio show to discuss, and answer questions on, investing and markets. This week, the board lit up with people wanting to ask about the topic du jour – Bitcoin.