In the June 2024 quarter, the Polen Capital Global Growth Fund purchased new positions in Zoetis (ASX:ZTS) and Shopify (NYSE:SHOP) and eliminated our position in Autodesk (NASDAQ:ADSK). We also trimmed our positions in Microsoft (NASDAQ:MSFT), ServiceNow (NYSE:NOW), Amazon (NASDAQ:AMZN), and LVMH Moet Hennessy Louis Vuitton SE (EPA:MC) and added to our existing position in MSCI (NYSE:MSCI).  Continue…

by Polen Capital Posted in Companies, Polen Capital, Stocks We Like.

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In the June 2024 quarter, artificial intelligence (AI) remained the dominant narrative in markets. Companies perceived to be AI beneficiaries have seen their share prices markedly outperform those where the benefit appears less clear in the immediate term.   Continue…

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In this recent webinar,  our global equity partner Polen Capital portfolio managers Carolyn Chan, Damon Ficklin, and Greg McIntire discussed recent developments in global equities including across geographies and the market cap spectrum. They also shared their perspectives on what the second half of 2024 may have in store for global equity investors. Continue…

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In recent years, very few developments have captured investors’ imagination and curiosity as much as the emergence of generative artificial intelligence (AI). Explore the transformative impact of AI and the investment opportunities it presents across various sectors globally in Polen Capital’s latest whitepaper.  Continue…

by Polen Capital Posted in Technology & Telecommunications, Whitepapers.

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Explore the investment opportunities presented by high-quality, growth businesses poised to capitalise on the global, secular shift of an ageing population. 

Polen Capital’s International Growth team highlights the potential within the medtech sector driven by a rapidly ageing global demographic. Continue…

by Polen Capital Posted in Polen Capital, Technology & Telecommunications, Whitepapers.

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Successful business owners are often said to be able to feel the pulse of the companies they lead. For instance, great restaurateurs know what dishes are most popular on the menu, who their regular patrons are, when food suppliers will deliver fresh ingredients, and how much revenue is needed to cover operational expenses such as salaries and rent.   Continue…

by Polen Capital Posted in Investing Education.

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In the March 2024 quarter, we strategically added new positions to our portfolio, including Sage Group, Airbnb, and Paycom. We believe the Polen Capital Global Growth Fund’s valuation is currently fair for what we consider to be a collection of some of the best companies in the world. Continue…

by Polen Capital Posted in Companies, Polen Capital.

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During the March 2024 quarter, the Polen Capital Global Growth Fund (the Fund) increased by 12.49 per cent in Australian dollars, while its benchmark, the MSCI ACWI Net Total Return Index, in Australian Dollars, returned 13.10 per cent. In many ways, the first quarter marked a continuation of the market dynamics already in place at the end of last year.   Continue…

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For investors, the last four years have seen some remarkable events, which have had a profound impact on equity markets globally. Volatility has been elevated on both the ups and downs. The global pandemic that began in early 2020 induced a sharp correction as the initial curtailment of day-to-day activity became apparent. This reversed quite rapidly with many listed companies posting outsized gains as they benefitted from changing behaviours. Continue…

by Polen Capital Posted in Global markets, Polen Capital.

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There’s a lot of talk right now about bonds and rate hikes, but there is one part of the stock market that is flying under the radar. And this is small caps. In this article for Capital Brief Rob Forker, from our global equities partner Polen Capital shares why he is seeing a decades-low valuation relative to large cap indices. Read the article: The investors getting set for an epic resurgence in small caps

by Polen Capital Posted in Editor's Pick, In the Press, On the Internet.

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