In this section we explore investing basics, common themes and information to help guide your investing journey. 

The information provided is general information only. The information does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided in this document and consider seeking advice from a financial adviser if necessary.

June 20, 2022

Q&A: The global opportunity with smaller, burgeoning companies

By Polen Capital

The global small and mid-cap (SMID) space is a vast and inefficient universe of opportunity where disciplined research can be an edge. We aim to deliver a differentiated portfolio that avoids the common pitfalls of smaller cap investing by applying a high-quality approach to this compelling asset class.
June 15, 2022

A Tale of two market machines

By Polen Capital

While several factors can affect stock prices, Polen Capital believe long-term returns are ultimately driven by sustainable earnings growth. A Metaphor for Investors and Speculators In a 1987 letter to Berkshire Hathaway shareholders, Warren Buffett stated that “in the short run, the market is a voting machine but in the long run, it is a weighing machine.
May 26, 2022

Introducing private credit and the Aura High Yield SME Fund

By Brett Craig

In this presentation I introduced private credit as an emerging asset class for investors seeking reliable income. The Fund’s proven track record of capital preservation even throughout periods of asset price volatility, highlights the key role private credit can play in an investor’s portfolio. 

May 3, 2022

An undiscovered yield opportunity

By Brett Craig

Small and Medium Enterprises (SMEs) have long been neglected by the banking sector in Australia. The amount of data required to assess the credit, application processing time and associated costs of processing has meant that the banks have pushed SMEs towards real estate backed loans. This does not suit the SMEs in many cases.
May 2, 2022

Polen Capital’s new form of ‘value investing’

By Polen Capital

Polen Capital has an enviable track record of delivering overall out-performance and averaging double-digit annual returns for more than 33 years. Headquartered in Boca Raton in Florida, USA, the firm manages $80 billion in assets. The Inside Investor recently met with Simon Gregory and Paul Williams from the Polen Capital investment team to discuss the “Polen style” of investing.
February 16, 2022

Inflation, interest rates and equities: the big question

By Roger Montgomery

In this video Roger addresses the question on all investors’ minds around the interaction of inflation, short term interest rates and equities. If consensus expectations of inflation and interest rates are wrong this presents a great opportunity to purchase stocks whose PEs have contracted.

February 7, 2022

Polen Capital February 2022 Client Update

By Polen Capital

Polen Capital's Paul Williams hosts this Polen Perspective conversation with Damon Ficklin and Rob Forker to discuss topical share market events and convey the team's latest thinking recorded exclusively for Australian investors.
February 4, 2022

Accessing Montgomery’s funds through a platform

By Scott Phillips

During this most recent pull back in equity markets, we have received a number of calls from investors who have enquired as to what platforms Montgomery’s suite of funds are available on.   Now many people may be asking what a “platform” is and what do they do.
January 28, 2022

The Polen Capital Focus Growth Fund celebrates its 33rd Anniversary

By David Buckland

When Montgomery Investment Management announced its partnership with Polen Capital nearly twelve months ago, we were delighted to see their flagship fund had such an extraordinary long-term track record. And that fund – the Polen Capital Focus Growth Fund – has just celebrated its 33rd Anniversary. The Polen Capital Focus Growth Fund (PCFGF) is a U. S.
January 19, 2022

The Montgomery Fund’s key drivers of performance in 2021

By Joseph Kim

  In this week’s video insight Joseph discusses the key drivers of The Montgomery Fund’s performance for calendar year 2021. Overall, 2021 was a successful year for The Montgomery Fund. The total return of 25. 1 per cent after fees represented an outperformance of 7.

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