Investor Insights

May 2, 2023

Companies the Polen Capital Global Small and Mid Cap Fund bought and sold in the March quarter

By Polen Capital

As expected, during periods of heightened volatility and a shifting economic environment, we are refining the Portfolio opportunistically. This includes initiating positions in companies that have been unfairly punished by investment markets, and taking profits by trimming companies that have held up well and those that we believe have lower return expectations going forward.
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April 28, 2023

Aura Private Credit: Letter to investors 28 April 2023

By Brett Craig

The Australian Bureau of Statistics (ABS) released the Quarterly Consumer Price Index this week, which confirmed a second consecutive quarterly slow down. The Reserve Bank of Australia (RBA) will be closely assessing this data in preparation for next weeks’ monetary policy decision meeting. ​ Consumer Price Index, March 2023  The ​1.
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April 27, 2023

Why Australian Eagle believes CSL is a dream company

By Sean Sequeira

CSL Ltd (ASX:CSL)  – which labels itself as a multinational specialty biotechnology company – has long been one of the stars of the Australian market. Since listing in 1994, CSL has not missed a beat, with its share price soaring a massive 25,000 per cent.
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April 20, 2023

How the Australian Eagle Trust Long Short Fund has achieved its outperformance*

By David Buckland

Australian Eagle Asset Management, one of Montgomery’s four business partners, launched the Australian Eagle Trust Long Short Fund on 1 July 2016. It is effectively a 150/50 Fund, “long” its best 25-35 stocks with an average weight of around 4. 5 per cent, and “short” 12-25 stocks with an average weight of around 2. 5 per cent.
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April 18, 2023

Woosh! Cochlear’s share price growth just hit 10,000 per cent

By Sean Sequeira

Cochlear (ASX: COH) – the world leader in the profound hearing loss market – is, in our opinion, one of the highest quality companies on the ASX. Since listing in 1995, its share price has grown from $2. 50 to around $250. That’s a rise of almost 10,000 per cent!
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April 17, 2023

Stocks we like in the EV space

By Gary Rollo

  In this week’s video insight, Scott Phillips our Head of Distribution joined Gary Rollo, Portfolio Manager for the Montgomery Small Companies Fund to discuss the difference between producers and developers in the electric vehicle (EV) sector and share some companies they think have bright prospects. Transcript Scott Phillips: Welcome to this Montgomery video Insight.
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April 14, 2023

Aura Private Credit: Letter to investors 14 April 2023

By Brett Craig

Often, Private Credit investors ask, “are businesses debt serviceability prospects hampered by inflation, relating to good and service production inputs and increasing costs of debt capital? ” This week the Aura Private Credit investment team explore research produced by the Reserve Bank of Australia which may help provide clarity.
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April 13, 2023

Why we have exposure to the long-term EV theme

By Gary Rollo

  In this week’s video insight, Scott Phillips our Head of Distribution joined Gary Rollo, Portfolio Manager for the Montgomery Small Companies Fund to discuss the long-term electric vehicle (EV) theme, what’s been happening in global markets and the team’s approach to investing in EV. Transcript: Scott Phillips: Welcome to this Montgomery video insight.
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