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.

December 2, 2021

The quality quotient in long-term alpha

By Polen Capital

Investors are generally taught that highly concentrated portfolios mean taking on more risk, but that may not always be the case. In Polen Capital’s experience, the perceived risk of holding a concentrated portfolio can be offset by owning high-quality investments.
November 2, 2021

What to do when a takeover offer is made for a stock you own

By Joseph Kim

Lately, we’ve seen numerous takeover offers for ASX-listed companies like Smartgroup, Hansen Technologies, and Iress. These offers inevitably leave investors wondering whether to buy more shares, sell their holding or sit tight. The answer is always the same: it depends on the context.
October 21, 2021

3Q2021 Polen Capital Global Growth Commentary

By Polen Capital

  In this video Head of the Large Company Growth Team and Portfolio Manager Damon Ficklin discusses the reasons behind the decline in the MSCI ACWI during the September quarter. The most notable themes include higher inflation and the expectation for higher interest rates in the coming years.
September 21, 2021

Polen Capital Global Growth Strategy is now available via Netwealth

By Dean Curnow

Montgomery’s partnership with U. S. based Polen Capital celebrates its six-month anniversary this month. In March this year Montgomery launched the Polen Capital Global Growth Fund to Australian and New Zealand investors, and will be launching further capabilities with the Polen Capital team in the not-so-distant future.
July 23, 2021

Polen’s Q2 2021 portfolio commentary

By David Buckland

In this week’s video insight, Portfolio Manager of the Polen Capital Global Growth strategy, Jeff Mueller, discusses the results for the June 2021 Quarter. To remind readers, the Polen Capital Global Growth Fund appreciated by 10.9 per cent in Australian Dollars, outperforming the benchmark by 2.0 per cent, after expenses. 

June 24, 2021

Montgomery Small Companies Fund – Active management in action

By Dean Curnow

What does active management look like in the modern era? There are many ways to assess how active a manager actually is – from comparing their active share (or common holdings) or sector over/underweights versus the index, or the turnover rate of  their underlying  holdings, to name a few.
June 1, 2021

What return can you expect on Freightways shares?

By Tim Kelley

Recently, we wrote about the return a long-term investor might expect to earn buying Australian listed equities at today’s prices. The note, which can be found here, concluded that returns in the region of 7. 5-8 per cent might be a reasonable estimate – somewhat lower than the returns earned in the past.
May 24, 2021

Why we sold out of Redbubble

By Joseph Kim

Most articles we read are about hot stock tips to buy. Occasionally there are articles about “shorting” opportunities, albeit most are directed to sophisticated investors given the risks around shorting (i. e. a potential loss that exceeds your initial investment). Very few articles talk about when to sell.
May 18, 2021

What return can you expect from Australian equities?

By Tim Kelley

Equities, while volatile, have historically provided attractive returns to long-term investors. The ASX All Ordinaries Index, for example, has delivered a compound total return (capital growth plus dividends) in the region of 12 per cent p. a. since 1900.
April 30, 2021

How to estimate intrinsic value

By Roger Montgomery

  In this educational video Roger shares the steps for estimating intrinsic value using the formula from his book Value. able. Back in February 2011 when he applied the formula to Woolworths Roger arrived at an intrinsic value of $23. 36.


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