Investor Insights

March 24, 2022

Two companies Polen Capital like

By David Buckland

We have just hosted the team from Polen Capital in Sydney and Rob Forker, Portfolio Manager of the Polen Capital Global Small and Mid Cap Fund, selected two companies to highlight. While it’s been a challenging start for the Fund from a unit price perspective, the portfolio companies are performing well at an operational level.
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March 22, 2022

Is this the end of Zero?

By Roger Montgomery

U. S. Federal Reserve Chairman Jerome Powell addressed the National Association of Business Economists last night, providing a clear picture of the Fed’s view of the economy, the impact of Russia’s invasion and the likely path forward for monetary policy. As it has important implications for investors it is essential listening or reading.
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March 22, 2022

The industries outperforming when inflation is high

By Roger Montgomery

  In this week’s video insight Roger identifies why it is important for investors to contemplate the implications for investment markets of the conflict with Russia and Ukraine resolving quickly or being long and protracted. According to research conducted by UBS, in past periods when inflation is high and growth slows to a moderate level the U. S.
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March 21, 2022

Why a big lift in interest rates is not on the cards

By Roger Montgomery

Right now, many in the financial markets are expecting a two percentage point bump in interest rates by June next year.   But I have my doubts. The RBA is unlikely to raise rates meaningfully until annual wage growth rises above three per cent – which is a long way off.
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March 10, 2022

The Montgomery Fund March 2022 Insights

February saw unprecedented geopolitical developments colliding with stock specific news-flow, leading to elevated volatility and in many cases, a sharp sell-off. We entered February with expectations of a challenging results season as companies reported on the difficulties encountered due to supply chain, COVID-19 disruptions and rising costs in the backdrop of sharply higher inflation and rising interest rate expectations.
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March 2, 2022

What to expect from markets during the Russia and Ukraine war

By Roger Montgomery

  In this week’s video insight Roger discusses the terrible events unfolding in Ukraine, resulting from Russian military action, which are above all else a human tragedy. There isn’t always a straight-line relationship between geopolitical shocks and financial market responses. Roger reveals the past market performance following major geopolitical or historical events since World War II.
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March 1, 2022

Getting real about Interest Rates and Inflation

By Polen Capital

With the new year underway, much attention has been centred on the fact that U. S. inflation hasn’t been this high since the early 1980s. In addition, expectations of tighter monetary policy have cast a cloud of uncertainty over equity markets, igniting bouts of volatility.
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March 1, 2022

The headwinds facing Autosports Group

By Roger Montgomery

Autosports Group (ASX:ASG) operates over 50 car sales outlets in Sydney, Melbourne, Brisbane and the Gold Coast. Its share price has been on a rollercoaster ride since floating in 2016 and currently sits below the $2. 40 listing price. ASG is profitable and reasonably priced, but investors should be mindful of the threats facing its business model.
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February 25, 2022

Why we continue to like NZ's Freightways

You may not be familiar with New Zealand’s Freightways Ltd (NZX:FRE), but it’s a company The Montgomery Fund has held for a long time. Freightways has been a strong performer for many years, and we’re attracted to the diversity of the business and entrepreneurial drive.
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