Editor’s Pick
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MEDIA
Ausbiz – Riding the equity market rollercoaster
Sean Sequeira
October 4, 2023
Sean Sequeira, Chief Investment Officer from our investment partner Australian Eagle Asset Management joined Ausbiz to share his insights into current equity markets, highlighting the substantial impact of bond yields on the volatility in markets. Sean shares some top stand-out performers from reporting season including Cochlear (ASX:COH) in healthcare and Altium (ASX:ALU) in technology, both lauded for their long-term potential and growth prospects. He also notes a potential shift in insurance company QBE (ASX:QBE) that could boost returns. Watch the interview: Riding the equity market rollercoaster
by Sean Sequeira Posted in Companies, Editor's Pick, Stocks We Like, TV Appearances.
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How the Polen Capital Global Small and Mid Cap Fund finds under-explored high quality companies
David Buckland
October 3, 2023
In this video insight, I am joined by Rob Forker, the portfolio manager of the Polen Capital Global Small and Mid Cap Fund. We discuss Polen Capital’s strategy of selecting elite companies from a pool of 8000 global stocks based on their five guide rails. Rob also highlights Polen’s approach to investing across the growth spectrum, balancing slower-growing, stable companies like Cochlear with high-growth firms like Globant. Despite the challenging market conditions, Rob remains confident in their strategy, believing that earnings growth will ultimately drive long-term stock price appreciation. continue…
by David Buckland Posted in Editor's Pick, Polen Capital, Stocks We Like, Video Insights.
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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, Editor's Pick.
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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 Editor's Pick, Polen Capital, Stocks We Like, Video Insights.
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Revving up: Australian auto market hits historic high in August
Roger Montgomery
September 20, 2023
In a remarkable surge, the Australian automotive market witnessed a historic high in August with 109,966 new vehicles sold. This momentous spike has been attributed to an upsurge in pent-up demand and a resurgence in supply. Notably, this August performance broke previous records, following on the heels of similarly ground-breaking sales in May and July this year. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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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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Dear young investor: MINIMISE your contributions to super
Roger Montgomery
September 18, 2023
Back in 2013, I wrote a now infamous article entitled Dear Under 50 Investor. For convenience, I have linked that article at the end of this one. That article made it clear Australians’ superannuation would not be the great source of wealth accumulation for the youth that it once was, and still is, for the older cohort of baby boomers. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Navigating the FY23 reporting season: Tech and retail sector highlights
Roger Montgomery
September 13, 2023
In this weeks’ video insight, I wanted to highlight some key takeaways from the reporting season, especially in the tech and retail sector. Retail’s results were mixed, with earnings per share declining in the second half of 2023. Predictions for fiscal year 24 and 25 estimates saw a slight downturn. In the tech sector, performance met expectations, with a noticeable focus on tech companies’ downgrading due to depreciation and amortisation, and capex concerns with a focus on cash flow and the underestimation of rising interest rates. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary, Video Insights.
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10 reasons to consider private credit
Roger Montgomery
September 13, 2023
Fifteen years ago, many of my friends were in their early to mid-fifties. With retirement still a long way off, and living their best lives, the volatility of the stock market was something to be endured, if not salivated over, because it was the price to pay to create serious wealth. continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick, Investing Education.
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The Montgomery Small Companies Fund has had a cracking few months
Gary Rollo
September 7, 2023
In this week’s video insight I joined David Buckland to dive into the recent performance of the Montgomery Small Companies Fund. As the reporting season concludes, the Fund has delivered 11.19 per cent for the three months to 31 August. This is an outperformance of 8.97 per cent compared to its benchmark the S&P/ ASX Small Ordinaries Accumulation Index. The outperformance can be attributed to several key stocks in the Fund’s portfolio, particularly Megaport (ASX:MP1), Audinate (ASX:AD8), and Aussie Broadband (ASX:ABB), all of which have exhibited strong growth and management excellence. continue…
by Gary Rollo Posted in Editor's Pick, Stocks We Like, Video Insights.
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The three-bucket strategy for building a retirement portfolio
Roger Montgomery
September 6, 2023
What’s the best way to build a robust retirement portfolio that can ride out market fluctuations and provide steady and dependable income? Back in the 1980s, renowned U.S. financial strategist, Harold Evensky, devised what we believe is a smart approach. He called it the ‘Bucket strategy’. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
