Watch our recent video insight with David and Damon Ficklin from Polen Capital as they give some insight into the strategy behind the Polen Capital Global Growth Fund here
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Dollar cost averaging: navigating market volatility for long term success
Roger Montgomery
September 29, 2023
Back in March 2022, Toby Roberts advocated for a dollar cost averaging approach to investing. Considering that The Montgomery Small Companies Fund has returned 11.19 per cent in the three months to 31 August, resulting in an outperformance of 8.97 per cent over its benchmark, I wanted to explore whether dollar cost averaging has provided another win for investors. Continue…
by Roger Montgomery Posted in Investing Education.
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The rise of uranium and the opportunity for small cap investors
Michael Gollagher
September 28, 2023
Australian small companies can provide investors with opportunities to tap into global themes that we believe will drive investment returns in the future. One of these is what is the most effective solution for achieving decarbonisation in electricity production. Continue…
by Michael Gollagher Posted in Energy / Resources, Market commentary, Stocks We Like.
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Retirement planning assumptions and solutions
Roger Montgomery
September 28, 2023
Recently, Morningstar’s director of personal finance, Christine Benz, penned an insightful note explaining some common and dangerous assumptions individuals make when planning for retirement. Continue…
by Roger Montgomery Posted in Investing Education.
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Tuas still growing at a strong clip in Singapore
Roger Montgomery
September 27, 2023
Back in June we provided an executive summary and results update for Tuas Ltd (ASX: TUA), the David Teoh-led Singapore mobile phone service provider spun out of the merger between TPG and Vodafone in 2020 and formerly known as TPG Telecom Pte Ltd (TPG Singapore). Continue…
by Roger Montgomery Posted in Companies.
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The investment thesis behind Workday – a holding in the Polen Capital Global Growth Fund
David Buckland
September 26, 2023
In this week’s video insight I joined Damon Ficklin, Head of Team and Portfolio Manager from Polen Capital to shed some insight into the strategy behind the Polen Capital Global Growth Fund. Damon highlights how the Fund invests across the growth spectrum owning companies like Amazon or Workday, higher growth businesses although it is also happy to own companies on the other end of the spectrum like a L’Oreal or an Abbott Laboratories. Damon also shares how the investment thesis behind Workday and why it is currently a holding in the Fund. Continue…
by David Buckland Posted in Polen Capital, Stocks We Like, Video Insights.
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Generative AI’s growing impact on businesses
Roger Montgomery
September 25, 2023
Over recent years, artificial intelligence (AI) has gained considerable traction. And on the back of the resultant excitement, price-earnings (P/E) ratios for stocks even remotely related have soared. Is the excitement premature? Continue…
by Roger Montgomery Posted in Market commentary.
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Ausbiz – How AI can fundamentally change the business landscape
Roger Montgomery
September 22, 2023
In my recent interview with Ausbiz, I wanted to delve into the potential of artificial intelligence (AI) in transforming various fields like e-commerce and workforce optimisation by streamlining repetitive tasks and boosting overall productivity. In lieu of this, I emphasised the need for the investment landscape to adapt to this impending disruption. Listen to the full interview here
by Roger Montgomery Posted in TV Appearances.
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The OECD says core inflation remains persistent in many countries
David Buckland
September 22, 2023
With forecasters failing to predict the acceleration of inflation from 2021, and its subsequent persistence, it is unsurprising that the U.S. ten-year treasury bonds now exceeds 4.4 per cent, the highest yield recorded in 16 years. Continue…
by David Buckland Posted in Economics, Market commentary.
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- POSTED IN Economics, Market commentary.
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