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WHITEPAPERS
Hidden in plain sight: our quest for quality around the world
Polen Capital
August 31, 2023
Recently, we highlighted the attractive opportunity we see in international equities.¹ On the back of more than a decade of underperformance relative to the U.S., we believe international now has some notable winds at its back, including cheap absolute and relative valuations and moderating dollar strength. continue…
by Polen Capital Posted in Companies, Polen Capital, Stocks We Like, Whitepapers.
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The appalling treatment of Australia: high airfares, Qantas’ anti-competitive behaviour, and nepotism
Roger Montgomery
August 29, 2023
The skies above Australia have long symbolised freedom, exploration, and connection. Yet, in recent years, these skies have become shrouded in clouds of anti-competitive behaviour, sky-high airfares, and nepotism, threatening the very essence of Australia’s aviation industry. continue…
by Roger Montgomery Posted in Airlines, Companies, Editor's Pick.
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Altium – A quality stock with excellent momentum
David Buckland
August 25, 2023
In this week’s video insight, David Buckland, CEO of Montgomery, and Sean Sequeira, Chief Investment Officer of Australian Eagle Asset Management, discuss the investment landscape surrounding Altium (ASX:ALU). The discussion delves into Altium’s historical performance, its emphasis on quality, and its ambitious growth aspirations. Through an exploration of Altium’s positioning, management consistency, and recent achievements, this discussion underscores the significance of these factors in evaluating the company’s investment potential. continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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Another high quality result – Breville
Roger Montgomery
August 23, 2023
Breville Group (ASX:BRG) is a company owned in the Montgomery Small Companies Fund and one we have written about extensively. Back on April 14, I wrote about Breville, its 40 per cent share price decline from August 2021 highs and the fact that it was trading on a price earnings (P/E) ratio typically reserved for retailers with store lease obligations and few runways for growth. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Megaport is seeing excellent momentum
David Buckland
August 23, 2023
After exceeding $21 per share in late-2021, Megaport Limited (ASX:MP1) experienced a very rough 17 months. The company now seems to have its mojo back from the trough in April 2023. Not only has the share price more than tripled to $12.15, but this has been accompanied by some very positive company announcements. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Super Retail Group is still winning despite a challenging retail backdrop
Roger Montgomery
August 22, 2023
Another major retailer delivered its FY23 results providing a further data point for conditions in the consumer sector of the economy, which, it is worth remembering, represents a little over 50 per cent of the Australian economy. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Two innovative companies the Polen Capital team like
David Buckland
August 22, 2023
Koh Young Technology, a world leader in 3D measurement and inspection technology and Tomra Systems, a Norwegian multinational corporation manufacturing collection and sorting products are two transformative players in the field of technology, both held in the Polen Capital Global Small and Mid Cap Fund. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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What do the latest consumer spending insights tell us?
Roger Montgomery
August 21, 2023
In July, the Commonwealth Bank of Australia (ASX:CBA) published its inaugural monthly household spending insights (HSI) Index, replacing the superseded ‘intentions’ index. Based on online, Bpay, debit, and credit card transaction data, the insights are indeed comprehensive, coming from the bank’s seven million customers. Contrast that with a typical report or survey of a few thousand customers! This report, drawn from de-identified payments data, offers valuable insights into spending trends, and it has revealed a tightening of consumer belts with a decline in spending growth nationally to a modest 1.3 per cent in the year leading up to July. continue…
by Roger Montgomery Posted in Companies, Market commentary.
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Two high-quality stocks we own in The Montgomery Funds’ portfolio
David Buckland
August 18, 2023
In this video insight, David Buckland, CEO of Montgomery, and Sean Sequeira, Chief Investment Officer of Australian Eagle Asset Management, discuss the positive impact of Australian Eagle’s partnership with Montgomery. They delve into recent company earnings reports, highlighting Cochlear’s (ASX:COH) return to growth as indicative of its strong business quality and long-term potential, independent of external factors. They also mention QBE’s (ASX:QBE) efforts to improve margins through enhanced risk management for better earnings quality, potentially leading to a higher market rating. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Four companies the Polen Capital Global Small and Mid Cap Fund recently added to its portfolio
Polen Capital
August 15, 2023
Market volatility and substantial shifts in share prices provide the opportunity to refine the businesses we own. During the June quarter the Polen Capital Global Small and Mid Cap Fund initiated four new positions in Alight Solutions, Markel, Shift, and Tomara. continue…
by Polen Capital Posted in Companies, Polen Capital.
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