WHAT TO LEARN FROM THE LAST YEAR’S IPO WINNERS AND LOSERS

IPOS CAN GIVE YOU WONDERFUL RETURNS IF YOU GET THEM RIGHT. LOOKING AT THE COMPANIES THAT HAVE LISTED SINCE THE COVID INDUCED MARKET LOWS THERE WERE SOME BIG WINNERS – LIKE CETTIRE, AUSSIE BROADBAND AND UNIVERSAL STORES, BUT THERE WERE ALSO SOME CLEAR LOSERS. GARY ROLLO PROVIDES AND
IN-DEPTH REVIEW OF THE IPO MARKET.

READ HERE

YOUR GATEWAY TO THE WORLD’S BEST COMPANIES

 

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.

MORE ABOUT POLEN

INTRODUCING THE POLEN CAPITAL TEAM


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. 

LISTEN TO THE RECORDING HERE

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Investor Insights & Media

June 7, 2021

Is Capricorn Metals due a re-rate?

By Joseph Kim

Capricorn Metals is a junior gold company that is entering an exciting time in its development phase. With the company very close to first gold pour and commissioning underway at its 100 per cent owned Karlawinda project in WA, we believe there is significant re-rating potential if the company successfully executes on targeted project metrics over the next 6-12 months.

June 1, 2021

Is it time to tilt to high quality tech names?

By Roger Montgomery

Over the past year or so, we’ve seen spikes in the valuations of fast growth, momentum stocks. But if inflation rears its head, that could change in a heartbeat. Which is why the next big rotation could see these over-valued – often profitless – firms dumped in favour of long-duration quality tech businesses.
May 31, 2021

3 off-piste investing ideas for your portfolio

By Roger Montgomery

It’s hard not to be intrigued by – and envious of – the stories of rapid and stupendous gains made by some people on unconventional investments, like NFTs and cryptocurrency.   The good news, particularly for those who missed out on this profit bonanza, is there are still some unconventional investments out there with very attractive prospects.

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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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