Polen Capital
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Your opportunity to hear directly from Polen Capital
David Buckland
March 25, 2021
Under a new partnership between Montgomery Investment Management and Polen Capital our clients can now access a concentrated portfolio of outstanding global businesses through Polen’s Global Growth strategy. The typical growth company may conjure images of a fast-growing, highly valued tech-focused operation. But growth businesses can come in all shapes, sizes, and industries. continue…
by David Buckland Posted in Polen Capital.
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Making Sense of the Current Growth vs. Value Dynamic
Polen Capital
March 24, 2021
Since the market bottom of the Great Financial Crisis in March 2009, the Russell 1000 Growth Index (R1G) has outperformed the Russell 1000 Value Index (R1V) by over 300 per cent cumulatively. Many seem fearful that this current era of growth style dominance will end with the same thud as its 1990s predecessor. continue…
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Montgomery goes for growth
Roger Montgomery
March 23, 2021
Inside Investor published an article which discusses Montgomery’s partnership with Polen Captial to bring its high-conviction strategies to retail investors. Polen’s philosophy has many overlaps with Montgomery, including that they both focus on seeking a ‘margin of safety’ from every investment they make as well as thinking like business owners, rather than index managers or asset gatherers. Read here.
by Roger Montgomery Posted in On the Internet, Polen Capital.
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LVMH and the rise of China
David Buckland
March 16, 2021
I remember it like yesterday – several years ago walking up the Champs-Elysees towards the Arc de Triomphe, with my wife Penny. On the corner of Avenue George V stood the iconic Louis Vuitton store and outside, in an orderly line, were several hundred Chinese nationals, waiting patiently to be allowed in by a couple of enormous well-dressed security guards. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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The Polen Capital Global Growth Strategy – and its low portfolio turnover
David Buckland
March 15, 2021
One of the main characteristics which sets the Polen Capital Global Growth strategy apart is its very low portfolio turnover. Owning great quality businesses, with four investment guardrails – a sustainable 20 per cent return on equity, exceptionally strong balance sheet, stable or growing profit margins and abundant free cashflow – helps sharpen the focus when doing the iterative deep dive research. continue…
by David Buckland Posted in Companies, Polen Capital.
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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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Polen Perspectives: Finding Sustainable Growth Around the World
Polen Capital
March 9, 2021
Montgomery has partnered with Polen Capital to make two Polen Capital global growth strategies available. In introducing Polen Capital to you, we are delighted to share this recent webinar with Polen Global Growth Portfolio Manager Damon Ficklin and Investment Specialist Adnan Younis, CFA where they share their thoughts on technology valuations, global themes impacting markets, and what they see as the new recession-proof businesses. You can listen to the webinar here.
by Polen Capital Posted in Polen Capital.
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Are SaaS businesses the new safeties? Why Polen think they could be recession-resistant investments
Polen Capital
March 4, 2021
In a challenging COVID-19 environment, the performance of Polen’s Software-as-a-Service (SaaS) holdings has led the firm to question whether these companies may offer the benefits of typical recession-resistant businesses but with potentially more sustainable growth. continue…
by Polen Capital Posted in Polen Capital.
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