Polen Capital

We have just hosted the team from Polen Capital in Sydney and Rob Forker, Portfolio Manager of the Polen Capital Global Small and Mid Cap Fund, selected two companies to highlight. While it’s been a challenging start for the Fund from a unit price perspective, the portfolio companies are performing well at an operational level. continue…

by David Buckland Posted in Companies, Polen Capital, Stocks We Like.

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With the new year underway, much attention has been centred on the fact that U.S. inflation hasn’t been this high since the early 1980s. In addition, expectations of tighter monetary policy have cast a cloud of uncertainty over equity markets, igniting bouts of volatility.

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by Polen Capital Posted in Global markets, Polen Capital.

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Following PayPal’s change in business strategy, disappointing 2022 guidance and retreating from elements of their long-term thesis provided less than a year ago, the Polen Capital Global Growth Fund has exited its position in PayPal. continue…

by David Buckland Posted in Companies, Polen Capital, Stocks We Like.

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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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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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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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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 33^rd Anniversary. continue…

by David Buckland Posted in Global markets, Polen Capital.

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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…

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The US-centric Polen Focus Growth Fund (not currently available for Australian investors) is coming around for its 33^rd 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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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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