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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. Speaking about the expansion into Australia, Williams says, “we launched the first fund, Global Equities, about twelve months ago and expanded that to take into consideration the Global Smaller Mid-cap fund, late last year.” adds Williams. continue…

by Roger Montgomery Posted in In the Press, Polen Capital.

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Roger joined Jas on the Spark your FIRE podcast to discuss how the start of 2022 has seen the most unexpected black swan of all time – a war in eastern Europe. The Russia and Ukraine war will have long lasting implications on the global economy with impacts on supply chains and commodities. Listen via the embed player below:

by Roger Montgomery Posted in Podcast Channel.

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Roger joined Gemma Dale on the nabtrade podcast Your Wealth  to discuss how seriously we need to be taking rising inflation and which sectors for investors have the greatest potential. A lot has changed in markets this year and Roger thinks the most important switch has been the change in short-term inflation expectations and central banks starting the rate hikes. House prices are falling and business and consumer confidence are taking a hammering. Yet, at the same time, inflation is high and the employment rate is low.  

by Roger Montgomery Posted in On the Internet, Podcast Channel.

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In this interview for Ausbiz Roger discusses whether it is too late to get on board the lithium train. Lithium stocks have come off a little over the past few days, but is it too late to get on board? Regular readers will know about the forthcoming shortage of lithium, the decarbonisation investment theme and the Electric Vehicle revolution. Some companies are up dramatically over a year, although I believe this trend is secular and unstoppable. Watch here.

by Roger Montgomery Posted in Editor's Pick, TV Appearances.

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In this podcast with netwealth, Jeff Mueller, a former US Marine, and a co-portfolio manager of the Global Growth Fund at Polen Capital, shares how a concentrated portfolio of high-quality global companies can be a risk management tool and hedge against inflation. Jeff identifies the filters and “guardrails” that all investors should consider when shaping a portfolio capable of significant growth even within inflationary and unstable environments.

by Polen Capital Posted in Global markets, Podcast Channel.

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Ishan Dan published an article in The Inside Investor to discuss the world’s transformation to become sustainable. Ishan draw’s on Roger’s thoughts that the global electric vehicle market is forecast to grow 10-fold by 2025 and 50-fold by 2030. Read here. 

by Roger Montgomery Posted in On the Internet.

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In this video for Ausbiz Roger discusses the current bidding war for Uniti Wireless (ASX:UWL). There are currently two offers, Morrison & Co at $4.50 and MIRA at $5 and we think the business is really attractive. So how many others will join in and how far will the bidding war go? Watch here. continue…

by Roger Montgomery Posted in TV Appearances.

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Roger joined Philip Clark on ABC Nightlife to discuss what US interest rate rises will mean for Australia, given inflation is well above comfortable levels and how the war between Russia and Ukraine is impacting markets and investors. Listen here. 

by Roger Montgomery Posted in Radio.

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In this video for Ausbiz Roger discusses how investors should prepare for the increase in market turbulence due to the conflict between Ukraine and Russia. Investors may be prompted to sell and turn to the safety of cash. But the purchasing power of cash erodes much more quickly in an inflationary environment and an investor is guaranteed to lose wealth So, in the event of stagflation how should you position your portfolio? Watch here. 

by Roger Montgomery Posted in TV Appearances.

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Roger joined Rachel Pupazzoni on ABC The Business to discuss the current conflict between Russia and Ukraine. While the current situation is tragic, is it bad for investors? Since WWII there has been dozens of conflicts and all of them have produced a similar pattern for investors. Learn more in this interview where you can hear my thoughts from the 8:50 minute mark.

by Roger Montgomery Posted in TV Appearances.

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