Archive: June, 2024

June 26, 2024

Seven global companies with bright prospects  

By Roger Montgomery

Since the beginning of the year, the Polen Global Growth Fund has traded, or adjusted positions in, a number of portfolio holdings and as some of the names are those you are likely familiar with, Polen Capital thought it would be more than a little interesting to shed some light on the reason for the changes.
June 18, 2024

The future of ageing: Medtech solutions for a healthier tomorrow 

By Damon Ficklin

Explore the investment opportunities presented by high-quality, growth businesses poised to capitalise on the global, secular shift of an ageing population.   Polen Capital’s International Growth team highlights the potential within the medtech sector driven by a rapidly ageing global demographic.
June 7, 2024

Fast food profits 

By Roger Montgomery

I have previously written here that one of the most repeatable ways to make money on the Australian Stock Exchange (ASX) is to buy into a retail store rollout story early.
June 4, 2024

Monetary policy meeting minutes

By Brett Craig

The monthly consumer price index (CPI) indicator released last week reported a 3. 6 per cent increase in the 12 months to April. This follows the 3. 5 per cent increase reported in March. We have seen relative stability in the rate of inflation since December 2023, albeit with slight upticks reported in the past two months.

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