Polen Capital
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Polen Capital February 2022 Client Update
Polen Capital
February 8, 2022
Polen Capital’s Paul Williams hosts this Polen Perspective conversation with Damon Ficklin and Rob Forker to discuss topical share market events and convey the team’s latest thinking recorded exclusively for Australian investors. continue…
by Polen Capital Posted in Polen Capital.
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It’s not all about Facebook. Amazon stock up 14 per cent in US aftermarket
Roger Montgomery
February 4, 2022
All the news today is about the record one-day slide in the share price of Facebook, now rebranded Meta. But not all technology companies are doing it tough. Indeed, after the market closed overnight, Amazon just reported its fourth quarter result with the share price jumping 14 per cent initially. continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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4Q2021 Polen Capital global growth commentary
Polen Capital
January 31, 2022
In this video Portfolio Manager Jeff Mueller discusses the key themes impacting investment markets through the December 2021 quarter. New virus variants, additional lockdowns in some parts of the world, disruptive supply chain issues, a sharp increase in inflation, a shift in monetary policy, expectation for rising interest rates, and regulatory changes in China were some of the most significant headwinds to emerge. continue…
by Polen Capital Posted in Editor's Pick, Polen Capital, Video Insights.
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The Polen Capital Focus Growth Fund celebrates its 33rd Anniversary
David Buckland
January 28, 2022
When Montgomery Investment Management announced its partnership with Polen Capital nearly twelve months ago, we were delighted to see their flagship fund had such an extraordinary long-term track record. And that fund – the Polen Capital Focus Growth Fund – has just celebrated its 33rd Anniversary. continue…
by David Buckland Posted in Global markets, Polen Capital.
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The quality quotient in long-term alpha
Polen Capital
December 2, 2021
Investors are generally taught that highly concentrated portfolios mean taking on more risk, but that may not always be the case. In Polen Capital’s experience, the perceived risk of holding a concentrated portfolio can be offset by owning high-quality investments. By owning a concentrated portfolio containing only the highest quality companies, investors can potentially take meaningfully less risk than the market while generating greater long-term performance. continue…
by Polen Capital Posted in Polen Capital.
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The heat map: stick with high quality businesses with excellent growth prospects
David Buckland
November 30, 2021
The US-centric Polen Focus Growth Fund (not currently available for Australian investors) is coming around for its 33rd anniversary and in the period to 30 September 2021 it has delivered returns approaching 16 per cent per annum (gross), outperforming the S&P 500 by 4.8 per cent per annum. continue…
by David Buckland Posted in Polen Capital.
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Polen Capital identifies what makes a quality digital marketplace
Polen Capital
November 17, 2021
As e-commerce growth accelerates it is important that online marketplaces constantly improve their services to stay relevant. Polen Capital identify the characteristics that companies should exhibit which will best position them to reap the long-term benefits of the secular shift to online shopping. continue…
by Polen Capital Posted in Companies, Consumer discretionary, Polen Capital.
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Polen’s Rob Forker answers who are the most patient investors
Polen Capital
November 11, 2021
While individual small-cap stocks can be seen as higher risk, investing in the small-cap space – a breeding ground for breakthrough businesses – can be a thrilling pursuit that offers meaningful upside potential. The flip side is that many of these businesses can burn bright and fade fast, carrying more risk. continue…
by Polen Capital Posted in On the Internet, Polen Capital.
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Polen Capital Global Small and Mid Cap Fund has left the starting block
David Buckland
November 3, 2021
The Polen Capital Global Small and Mid Cap Fund was launched on Thursday 21 October 2021, and at the time of writing, it has invested in 30 companies with a weighted average market capitalisation exceeding US$9 billion, across 12 countries. For context, this is a fraction of the big global names like Apple (US$2.25 trillion), Microsoft (US$2.0t), Amazon (US$1.7t), Alphabet (US$1.5t) and Facebook ($0.87t). continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Profiting from small brands with big reach
Roger Montgomery
October 28, 2021
Packed the car and readying to take a re-opening road trip? Enjoyed a responsible G&T during lockdown? If you have, you may be familiar with some of the brands I am about to discuss. What you may not know is that these businesses, whose products you may already be using, are listed global small caps. You may also like to hear they’re owned in the Polen Capital Global Small and Mid Cap Fund. continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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