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.

August 24, 2022

Are demergers a value opportunity for shareholders?

By Roger Montgomery

De-merging single or multiple operating business units into a separate entity is also known as a “spinoff”. The result: incumbent investors are frequently faced with the consequences of a company in which they own shares, rolling out one of its businesses to create a separately listed company.
August 15, 2022

A two-part framework for investing for growth

By Roger Montgomery

There’s a lot going on in the world right now with sufficient power to dramatically improve or destroy investment returns. Inflation, recession, a credit crunch, diminishing Central Bank liquidity and escalating geopolitical tensions all have the potential to alter sentiment in a second and change the fortunes for many.
August 2, 2022

Framework for investing is working already

By Roger Montgomery

We have been prompting investors over the last month or two to consider a framework for investing amid macro-economic, geopolitical and central bank chaos. Trying to pick how markets will respond to a barrage of sometimes conflicting influences is near impossible.
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.


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