Polen Capital
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September quarter update on the Polen Capital Global Growth Fund
Polen Capital
October 25, 2022
During the September 2022 quarter, the world continued to experience persistent inflation. This included the zero tolerance COVID-19 policies in China resulting in the sudden and complete shutdowns of some large cities; the ongoing war in Ukraine; and substantial tightening measures by central banks worldwide. continue…
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September quarter update on the Polen Capital Global Small and Mid Cap
Polen Capital
October 21, 2022
Over the September 2022 quarter the Polen Capital Global Small and Mid Cap Fund delivered investors a return of negative 2.58 per cent, whilst the benchmark, the MSCI ACWI SMID Accumulation Index in AUD, rose by 0.49 per cent. Both were assisted by the sharp decline in the AUD/USD exchange rate, to the tune of around 6 per cent. continue…
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Three new buys from the Polen Capital Global Growth Fund
David Buckland
October 13, 2022
As many of our readers would know, Montgomery Investment Management has partnered with US-based Polen Capital to manage the investment function of its Global Growth Fund. The Fund has used recent market volatility to add three quality businesses to its portfolio. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Know what you own: stocks vs. businesses
Polen Capital
October 7, 2022
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 suppliers will deliver fresh ingredients, and how much revenue is needed to cover basic expenses such as salaries and rent. continue…
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Playing the infinite game: patient investing
Polen Capital
September 29, 2022
In his 2019 book The Infinite Game, author Simon Sinek describes how taking a long-term view — what he calls adopting an infinite mindset — is critical for success. Although discussed in the context of leadership, the same principle applies to investing, which has historically favored those who take a long-term view rather than react impulsively to the inevitable ups and downs that occur on the path to creating wealth. Of course, while countless investors have demonstrated that the market rewards those who stay the course, the reality is that doing so isn’t always easy. On the contrary, it takes discipline, self-restraint, and patience. continue…
by Polen Capital Posted in Polen Capital.
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WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
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2Q2022 Polen Capital Global Small and Mid Cap Commentary
Polen Capital
August 12, 2022
The second quarter of 2022 echoed themes that started earlier this year. High inflation, rising interest rates, and a general “riskoff” mentality have created some difficulty for our investing style in the Polen Capital Global Small and Mid Cap Fund. continue…
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2Q2022 Polen Capital Global Growth Commentary
Polen Capital
August 10, 2022
The conditions during the second quarter of the year have largely been a continuation of what we experienced during the first quarter, with a long list of exogenous factors continuing to weigh on the market, including persistent inflation, tightening monetary policy, and ongoing supply chain issues. continue…
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WHITEPAPERS
Investing in the age of transformation
Polen Capital
July 21, 2022
Over the past two years, the evolution of the pandemic has been the leading force dictating the path of the global recovery. Despite the many challenges still present, Polen Capital believe that several secular trends that were already in motion before COVID-19 will continue to shape the world around us and play an important role in defining tomorrow’s leading businesses. In this whitepaper, Polen Capital look at what they view as some of the most important secular growth themes that may reshape the world over the next decade. continue…
by Polen Capital Posted in Polen Capital, Whitepapers.
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When will growth companies get their (share price) mojo back?
David Buckland
July 11, 2022
Continuing with the thematic of Earnings Per Share (EPS) growth combined with severe P/E compression, delivering the worst June half-year returns for many U.S. Indexes over several decades, I thought it’s appropriate to do a deep dive into the Polen Capital Global Small and Mid Cap Fund. continue…
by David Buckland Posted in Editor's Pick, Polen Capital.
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Polen Capital Global Growth Fund 30 June 2022 Update
Roger Montgomery
July 8, 2022
Since the inception of the Polen Capital Global Growth Fund in 2014, the team at Polen Capital have delivered impressive outperformance. However, since January this year, the Fund’s performance has been adversely impacted. continue…
by Roger Montgomery Posted in Polen Capital, Video Insights.
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