Investor Insights

May 5, 2022

Polen Capital Global Growth Q12022 Commentary

By Polen Capital

  Many companies, during the first quarter, reported a slight deceleration in growth as a result of the pull forward dynamics from COVID. And many of these companies suffered significant selloffs as a result of this deceleration. As long-term investors, Polen Capital exploited these price movements by adding to our positions.
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May 5, 2022

Taking advantage of the bears

By Roger Montgomery

With market indices sliding, the bears are emerging from their hibernation to shout ‘I told you so’. Markets, especially equity markets, inevitably journey through periods of negative returns, so eventually, the bears must be correct.
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May 4, 2022

Why Coles should benefit as food inflation starts to bite

Suddenly we’re all talking about inflation – particularly food inflation, which has been spurred on by the recent floods. This ‘new normal’ should play well for the value end of food retailing, where the likes of Coles, Woolworths and Aldi are likely to grow market share at the expense of pricier retailers like Metcash.
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April 29, 2022

Aura High Yield SME Fund: Letter to Investors 29 April 2022

By Brett Craig

The inflationary data released by the Australian Bureau of Statistics this week came as no surprise. After months of supply and demand imbalances and geopolitical issues at play, the significant inflationary pressures are validated with 5. 1% annualised rate. The next question is, how soon will the rate rise come?
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April 12, 2022

Why we have initiated a position in Computershare

Computershare (ASX:CPU) is a global leader in the provision of shareholder registry services, employee equity plans, proxy solicitation, stakeholder communications and other diversified financial services including loan and mortgage servicing. As a recent addition to the portfolio of The Montgomery Fund and The Montgomery [Private] Fund, let’s take a closer look into the business.
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April 11, 2022

Aura High Yield SME Fund: Letter to Investors 11 April 2022

By Brett Craig

The focal point for the last week for the investment team has been on interest rates and credit spreads. From a credit spread standpoint, we have seen a widening in the rated segment of the market in the last 2 months as banks reengage with funding markets.
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April 8, 2022

The Montgomery Fund Quarterly Video March 2022

The March 2022 quarter has been a challenging environment for The Montgomery Fund’s core philosophy of investing in quality businesses diversified across the growth spectrum. We observed significant divergence in relative share price performance across our holdings despite our investee companies delivering solid financial results in a difficult environment.
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April 8, 2022

Allkem Limited is having a day out

By David Buckland

Formed by the merger of Galaxy Resources and Orocobre in August 2021, Allkem Limited (ASX: AKE) has an audacious objective of producing at least 10 per cent of global lithium, whilst being a top three global lithium supplier. Its assets include: A 66.
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April 5, 2022

Hey Big Super – will there be more offers for Uniti Wireless?

By Gary Rollo

There is an auction process (of sorts) happening for Uniti Wireless (ASX:UWL), and it appears contested with two interested parties emerging to date.   Should there be more? The current contenders First up was Morrison & Co. initially pitching a $4. 50 proposal and UWL’s board awarded Morrison an exclusive due diligence period of four weeks for its efforts.
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April 4, 2022

How Polen Capital invest across the growth spectrum

By Polen Capital

  In this video extract from our recent webinar, Polen Capital’s Damon Ficklin shares how the Polen Capital team construct their portfolios using the strategy of investing across the growth spectrum. To achieve a mid-teens earnings per share growth target, they look at a range of different types of growth companies across this spectrum.
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