Investor Insights

MONTGOMERY PARTNERS WITH POLEN CAPITAL

 

Montgomery Investment Management is pleased to announce it has partnered with Polen Capital to make two Polen Capital global growth strategies available to a broad range of Australian investors for the first time.

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Popular & Featured

July 23, 2021

Polen’s Q2 2021 portfolio commentary

By David Buckland

In this week’s video insight, Portfolio Manager of the Polen Capital Global Growth strategy, Jeff Mueller, discusses the results for the June 2021 Quarter. To remind readers, the Polen Capital Global Growth Fund appreciated by 10.9 per cent in Australian Dollars, outperforming the benchmark by 2.0 per cent, after expenses. 

June 30, 2021

Some encouraging updates from Avita Medical

By Joseph Kim

If you are a longer-term shareholder of Avita Medical (ASX:AVH), it is likely you would have experienced a rather disappointing journey over the past 12 months. COVID-19 and lockdowns in the US have stymied the RECELL roll-out just as it was gaining steam, as well as preventing recruitment for its various label extension plays in vitiligo, paediatric scalds and wound care.

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In this section we explore investing basics, common themes and information to help guide your investing journey. 

The information provided is general information only. The information does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided in this document and consider seeking advice from a financial adviser if necessary.
July 23, 2021

Polen’s Q2 2021 portfolio commentary

By David Buckland

In this week’s video insight, Portfolio Manager of the Polen Capital Global Growth strategy, Jeff Mueller, discusses the results for the June 2021 Quarter. To remind readers, the Polen Capital Global Growth Fund appreciated by 10.9 per cent in Australian Dollars, outperforming the benchmark by 2.0 per cent, after expenses. 

June 24, 2021

Montgomery Small Companies Fund – Active management in action

By Dean Curnow

What does active management look like in the modern era? There are many ways to assess how active a manager actually is – from comparing their active share (or common holdings) or sector over/underweights versus the index, or the turnover rate of  their underlying  holdings, to name a few.
June 1, 2021

What return can you expect on Freightways shares?

By Tim Kelley

Recently, we wrote about the return a long-term investor might expect to earn buying Australian listed equities at today’s prices. The note, which can be found here, concluded that returns in the region of 7. 5-8 per cent might be a reasonable estimate – somewhat lower than the returns earned in the past.

Latest Insights

July 30, 2021

Are we about to see a profit and dividend bonanza?

By Andreas Lundberg

We are about to enter reporting season, when most of our listed companies report their results for the prior financial year. With stock market indices at all-time highs, it looks like the market is expecting many of our larger companies to come out with solid earnings and dividend announcements.
July 29, 2021

What should we expect from reporting season 2021?

By Roger Montgomery

Profit season unofficially kicked off this week with half-year results from diversified resources behemoth Rio Tinto yesterday. Perhaps the most insightful observation is the lack of downgrades during confession season. In that regard this reporting season is a bit of unusual one – we’ve never really had so much information going in.
July 21, 2021

Polen Capital – a nice start

By David Buckland

Effective March 2021, Montgomery Investment Management became the distribution partner for Polen Capital in Australia and New Zealand. Polen Capital commenced operations in 1979, and the US$70 billion business is 71 per cent owned by its employees, who in turn have 100 per cent of the company’s voting rights.

Media Clips

July 29, 2021

Is Youfoodz the canary in the IPO coalmine?

By Gary Rollo

Ishan Dan published an article in The Inside Investor sharing Gary Rollo’s view on what makes a successful IPO. So far this year, there have been 81 IPOs with another 24 booked in for the next two months.

July 28, 2021

ABC Nightlife – Will the optimism continue?

By Roger Montgomery

The Australian market has had a fantastic start to the week with some big gains in blue chip banks, mining giants and Telstra. While share prices are climbing consumer confidence is doing the opposite, so what is driving the optimism in markets? Roger joins Phil Clark on ABC Nightlife to discuss.

July 19, 2021

Fear And Greed: What the takeover frenzy means for investors

By Roger Montgomery

Roger Montgomery joined Sean Aylmer on the podcast series Fear And Greed  to discuss the frenzy of dealmaking on the Australian share market.  Since the start of the calendar year to 30 June 2021, $85 billion worth of takeover deals have been conducted.
June 24, 2021

ABC Nightlife – investments and global markets

By Roger Montgomery

In this episode of ABC Nightlife Roger joined Philip Clark to discuss if the bullish conditions for equities will continue into 2022. If inflation fears and fears about interest rates going up take hold, it could cause markets to stall. Although Roger believes that long term we will be in a world of lower inflation and wage growth.

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