Investor Insights

October 12, 2021

Polen Capital Global Growth goes long ICON PLC

By David Buckland

When David Polen established Polen Capital in 1979, I’m sure he could not have dreamed of an organisation that in 2021 is staff owned, with US$73 billion of funds under management, which comprises three strategies being run by three dedicated teams from three locations – Large Company Growth out of Boca Raton Florida, Small Company Growth out of Boston and…
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October 11, 2021

Just how small is a global small or mid-cap stock?

By Dean Curnow

In the lead up to the launch of Polen Capital’s second strategy being offered to Australian and New Zealand investors, the Polen Capital Global Small and Mid Cap Fund, I wanted to explore what is a global small and mid cap stock (herein SMID) and how this compares to some of the larger companies listed locally here in Australia.
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October 8, 2021

Three themes driving the Montgomery Small Companies Fund's performance

By David Buckland

In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss the three themes which have helped deliver the Fund’s strong out-performance. Since its inception the Montgomery Small Companies Fund has turned $1 into $1.62 compared to its benchmark the S&P/ASX Small Ordinaries Accumulation Index which turned $1 into $1.26.

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October 5, 2021

Why our small caps team recently bought Accent Group

By Roger Montgomery

The addition of Accent Group to our Montgomery Small Companies Fund portfolio reflects the opportunity apparent from a domestic reopening right before Christmas. Our confidence surrounding a recovery has grown somewhat as we witness an impressive acceleration in both first dose and second dose vaccinations, particularly in the most populous states of New South Wales and Victoria.
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October 1, 2021

An update of markets and commodities to 30 September

By David Buckland

Given the sell-off in bond yields so far this year, rising inflationary expectations, and the collapse of the Evergrande Group in China, it is unsurprising many global share market indices took a breather and recorded a lacklustre September 2021 quarter in terms of performance. Of the major markets, the Hong Kong Hang Seng Index was down 14.
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September 24, 2021

Montgomery's Reporting Season Review

By Roger Montgomery

  Our domestic equities Portfolio Managers presented a live webinar for our clients this week discussing several themes that emerged during the recent reporting season. The Retail, Insurance and Bank sectors delivered a positive surprise, while Health, Staples and Utilities disappointed versus consensus.
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September 24, 2021

Why there’s a positive outlook ahead for IMDEX

By Dominic Rose

  IMDEX (ASX:IMD) delivered an impressive set of results for the financial year to 30 June 2021, which materially beat expectations and led to broker forecast upgrades. The two key points from the update include revenue growth of 11 per cent and EBITDA was up 39 per cent.
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September 15, 2021

Montgomery launches Global Small and Mid Cap Fund with Polen Capital

By Roger Montgomery

One of the most exciting parts of the market is the small and mid-cap space, where you can find companies that have grown their average annual earnings per share by a sustained 20 per cent. In the cases where these companies can also internally fund their growth, strong long-term investment returns typically follow.
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September 10, 2021

Three reasons why I am still bullish on this market

By Roger Montgomery

Over the past 12 months, the All Ordinaries index and the S&P 500 have risen around 26 and 35 per cent, respectively.   Not bad when you consider the economic ravages of the COVID-19 lockdowns. But despite these strong performances, there are three good reasons to believe sharemarkets will continue to climb over the coming year.
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September 7, 2021

A small cap embedded in a multi-year growth opportunity

By Roger Montgomery

Macquarie Telecom (ASX:MAQ) is a data centre owner/operator with facilities in Sydney’s CBD, Macquarie Park in Sydney’s north, and Canberra. MAQ’s cloud services generated 46 per cent of the company’s revenues in FY21, while telecom services, in which it competes with Telstra, Optus, TPG and Vocus, and includes data, voice, mobile and colocation generated 47 per cent of revenues.
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