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.

OUR PARTNERSHIP
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Popular & Featured

November 11, 2021

Polen’s Rob Forker answers who are the most patient investors

By Polen Capital

While individual small-cap stocks can be seen as higher risk, investing in the small-cap space – a breeding ground for breakthrough businesses – can be a thrilling pursuit that offers meaningful upside potential. The flip side is that many of these businesses can burn bright and fade fast, carrying more risk.
October 25, 2021

Buy Hold Sell: 5 small caps with big dividends

By Roger Montgomery

In this episode of Livewire’s Buy Hold Sell Roger joined James Marlay and Simon Conn to discuss three small cap stocks that boast impressive dividends.  While large caps usually get all the attention from dividend seekers, small caps often punch above their weight and here we share small cap stocks with sustainable dividends.
October 22, 2021

Specialist platform flows surprising to the upside

By Dominic Rose

The ASX-listed specialist wealth management platforms are showing no signs of slowing momentum, with all three players delivering record net inflows over the September quarter (1Q22), coming in materially ahead of market expectations.
October 21, 2021

3Q2021 Polen Capital Global Growth Commentary

By Polen Capital

  In this video Head of the Large Company Growth Team and Portfolio Manager Damon Ficklin discusses the reasons behind the decline in the MSCI ACWI during the September quarter. The most notable themes include higher inflation and the expectation for higher interest rates in the coming years.

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.
November 2, 2021

What to do when a takeover offer is made for a stock you own

By Joseph Kim

Lately, we’ve seen numerous takeover offers for ASX-listed companies like Smartgroup, Hansen Technologies, and Iress. These offers inevitably leave investors wondering whether to buy more shares, sell their holding or sit tight. The answer is always the same: it depends on the context.
October 21, 2021

3Q2021 Polen Capital Global Growth Commentary

By Polen Capital

  In this video Head of the Large Company Growth Team and Portfolio Manager Damon Ficklin discusses the reasons behind the decline in the MSCI ACWI during the September quarter. The most notable themes include higher inflation and the expectation for higher interest rates in the coming years.
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.

Latest Insights

November 24, 2021

The 3 words that tell me this property boom is over for now

By Roger Montgomery

The key driver for the short and medium-term direction of the Australian property market can be boiled down to just three words: access to credit. And, right now, the conditions for credit access are getting tighter. To my mind, it all points to a property market that is about to lose its froth.
November 24, 2021

Will Aussie banks rebound from here?

By Stuart Jackson

In recent weeks, the share prices of Australian banks have been heading south. The Commonwealth Bank of Australia (ASX:CBA) and Westpac (ASX:WBC) have been hit particularly hard, on the back of material falls in their net interest margins.
November 10, 2021

Sydney Board recommends takeover offer at $8.75

By Joseph Kim

Back in July, the IFM consortium lobbed a full takeover offer for Sydney Airport (ASX:SYD), Australia’s busiest gateway. With the airport about to change hands, here’s why Montgomery Fund’s retained most of its shareholding in SYD throughout the takeover period to date. The initial offer price of $8.

Media Clips

December 6, 2021

Ausbiz with Equity Mates: Predictions for 2022

By Roger Montgomery

Roger joined Alec Renehan and Bryce Leske from Equity Mates on Ausbiz to discuss what to expect from markets in 2022. Markets tend to correct seriously when something completely unexpected transpires. Roger believes 2022 will be another good year for equities.

November 11, 2021

Polen’s Rob Forker answers who are the most patient investors

By Polen Capital

While individual small-cap stocks can be seen as higher risk, investing in the small-cap space – a breeding ground for breakthrough businesses – can be a thrilling pursuit that offers meaningful upside potential. The flip side is that many of these businesses can burn bright and fade fast, carrying more risk.
October 25, 2021

Buy Hold Sell: 5 small caps with big dividends

By Roger Montgomery

In this episode of Livewire’s Buy Hold Sell Roger joined James Marlay and Simon Conn to discuss three small cap stocks that boast impressive dividends.  While large caps usually get all the attention from dividend seekers, small caps often punch above their weight and here we share small cap stocks with sustainable dividends.
October 22, 2021

Your Wealth: Why Roger Montgomery is still bullish on this market

By Roger Montgomery

In this Your Wealth Podcast with Gemma Dale from Nabtrade Roger explains why he thinks the fears of a significant downturn are overstated by discussing the macro trends underpinning market growth, why a correction could happen but won’t be cataclysmic and how rising interest rates could affect share performance.

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