07 Feb 2022

By , Polen Capital


Polen Capital February 2022 Client Update

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.

In this video, Lead Portfolio Manager for the Polen Capital Global Growth strategy Damon Ficklin comments on the monetary policy shift from zero to a very low interest rates around the world and how markets are reacting to this news. Rob Forker, Lead Portfolio Manager for the Polen Capital Global Small and Mid Company Growth strategy highlights how the portfolio is positioned with high quality businesses, soon to be in a post pandemic world, and the opportunity this presents. 

With a successful 33 year track record, the team at Polen Capital want to reassure investors that they are executing the same process they been executing for over three decades and are comfortable their formulae wins over the long-term, despite lots of shorter term set-backs.


The video also mentions a recent article on research by Polen Capital, based on the Portfolio’s elevated expected earnings growth over the medium term, the funds could withstand a compression in the Portfolio’s P/E multiple of approximately one-third, and still deliver double-digit annualised returns, assuming investors take a five year view. You can access that commentary here: 

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