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

September 24, 2021

Why there’s a positive outlook ahead for IMDEX

By Dominic Rose

  IMDEX (ASX:IMD) delivered an impressive set of results for the financial year to 30 June 2021, which materially beat expectations and led to broker forecast upgrades. The two key points from the update include revenue growth of 11 per cent and EBITDA was up 39 per cent.
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August 25, 2021

After a record year, what next for Adairs?

By Stuart Jackson

As with many other discretionary retailers, FY21 proved to be a bumper year for homewares and online furniture retailer, Adairs (ASX: ADH). The company enjoyed record sales growth and operating margins. But there are already signs that FY22 will not be as easy.
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August 20, 2021

Plenty to like in Spark NZ’s FY21 result

By Andreas Lundberg

Funds in the Montgomery stable are long-time holders of Spark, New Zealand’s leading telco. Spark is a steady performer, and a consistent dividend payer. And its recently reported full year results paint a picture of a telco in good financial health with potential for value creation by capital recycling.
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August 18, 2021

Why we see further upside for ResMed

By Roger Montgomery

In June this year, Philips was forced to recall 14 sleep and respiratory care devices due to safety concerns. While this has been a setback for the Dutch company, it’s been a major plus for Australia’s ResMed, which is poised to significantly boost its market share.
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Learn About Investing

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.
September 21, 2021

Polen Capital Global Growth Strategy is now available via Netwealth

By Dean Curnow

Montgomery’s partnership with U. S. based Polen Capital celebrates its six-month anniversary this month. In March this year Montgomery launched the Polen Capital Global Growth Fund to Australian and New Zealand investors, and will be launching further capabilities with the Polen Capital team in the not-so-distant future.
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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. 

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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.
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Latest Insights

September 24, 2021

Montgomery's Reporting Season Review

By Roger Montgomery

  Our domestic equities Portfolio Managers presented a live webinar for our clients this week discussing several themes that emerged during the recent reporting season. The Retail, Insurance and Bank sectors delivered a positive surprise, while Health, Staples and Utilities disappointed versus consensus.
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September 24, 2021

Why there’s a positive outlook ahead for IMDEX

By Dominic Rose

  IMDEX (ASX:IMD) delivered an impressive set of results for the financial year to 30 June 2021, which materially beat expectations and led to broker forecast upgrades. The two key points from the update include revenue growth of 11 per cent and EBITDA was up 39 per cent.
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September 15, 2021

Montgomery launches Global Small and Mid Cap Fund with Polen Capital

By Roger Montgomery

One of the most exciting parts of the market is the small and mid-cap space, where you can find companies that have grown their average annual earnings per share by a sustained 20 per cent. In the cases where these companies can also internally fund their growth, strong long-term investment returns typically follow.
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September 10, 2021

Three reasons why I am still bullish on this market

By Roger Montgomery

Over the past 12 months, the All Ordinaries index and the S&P 500 have risen around 26 and 35 per cent, respectively.   Not bad when you consider the economic ravages of the COVID-19 lockdowns. But despite these strong performances, there are three good reasons to believe sharemarkets will continue to climb over the coming year.
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Media Clips

August 30, 2021

A small cap embedded in a multi-year growth opportunity

By Roger Montgomery

In this article for Livewire Roger discusses why we like Macquarie Telecom. We’ve promoted the Macquarie Telecom story and explained the investment opportunity since about $25 per share, and our small cap team think it is worth far more than that today. We also believe considerable upside remains from its current price of $76.

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August 23, 2021

Fear and Greed: Easiest way to make money on the ASX

By Roger Montgomery

Roger joined Sean Aylmer on the Fear and Greed Podcast to discuss the prospects for the discretionary retail sector. With international and domestic travel off the table for Australians, people are looking for other ways to spend their money. This has resulted in a boost for retailers like JB Hi-Fi, Harvey Norman, Temple & Webster and Kogan.
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