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POLEN CAPITAL’S DAMON FICKLIN AND ROB FORKER WILL SHARE THEIR INSIGHTS ON THE BUSINESSES IN THEIR GLOBAL PORTFOLIOS AND THEIR ABILITY TO CONTINUE TO DELIVER STRONG LONG-TERM EARNINGS GROWTH.

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Investor Insights & Media

March 24, 2023

How to manage risk in your portfolio

By Sean Sequeira

Most of us tend to be better at buying and holding stocks than we are at selling.   After all, buying is the fun part – it’s when optimism is kicking in.   But knowing how to sell is just as important when it comes to your returns.
March 21, 2023

Volatility is the window to opportunity

By Michael Gollagher

In the past fortnight we have seen the markets swing from a focus on interest rates and inflation, to the prospect of the stability of the Global Financial System post the failure of Silicon Valley and Signature Banks in the U. S.
March 20, 2023

This too will pass

By Roger Montgomery

Market and finance commentators have expended enormous energy writing on the subject of the collapse of Silicon Valley, Signature and Silvergate banks, and the subsequent challenges faced by Credit Suisse.
March 17, 2023

What constitutes a quality business?

By David Buckland

With the demise of Silicon Valley Bank (SVB) and the effect on Credit Suisse – its share price has declined 90 per cent in five years to CHF1. 70 – I thought it appropriate to return to basics and dig a bit deeper into what constitutes a “Quality” business, also known as a “Compounding Machine”.

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