Investor Insights

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.

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.
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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.

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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.
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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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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.
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January 19, 2022

The Montgomery Fund’s key drivers of performance in 2021

  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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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.
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November 2, 2021

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

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.
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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.
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