Investor Insights

May 5, 2023

Aura Private Credit: Letter to investors 05 May 2023

By Brett Craig

Tuesday 02 May saw the Reserve Bank of Australia (RBA) announce a 25-basis point increase to the Cash Rate, bringing the rate to 3. 85 per cent. This caught the market and mortgage borrowers off guard, which had priced in no further increase. However, it remained consistent with commentary released by the RBA Governor, Phillip Lowe, in April.
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May 5, 2023

March quarter update on the Polen Capital Global Small and Mid Cap Fund

By Polen Capital

On the back of an unprecedented, macro-driven environment in 2022, the first quarter of 2023 has proven no less volatile. While plenty of uncertainty remains, particularly surrounding economic growth, the trajectory of interest rates, and the subsequent impact on financial markets, global equity markets started the year in positive territory.
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May 4, 2023

March quarter update on the Polen Capital Global Growth Fund

By Polen Capital

2023 began with a strong start as the U. S market tended to reward quality fundamentals in January. Concerns around inflation and central bank policy re-emerged in February when the U. S. Federal Reserve Chairman Powell remarked that rates may be kept at “a restrictive level for a period of time.
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May 3, 2023

Three transport stocks we like

By Roger Montgomery

  In this week’s video insight Roger discusses why calendar year 2023 could be a good year for investors. Disinflation has always been positive for stocks, particularly innovative growth stocks. And guess what? We’re in a disinflationary phase right now.
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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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