Polen Capital
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Better simpler strategy – how Etsy has survived and thrived
David Buckland
October 25, 2021
In this blog, Professor Felix Oberholzer-Gee from the Harvard Business School, helps to explain how Etsy has survived and thrived from the potential Amazon onslaught. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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3Q2021 Polen Capital Global Growth Commentary
Polen Capital
October 21, 2021
In this video Head of the Large Company Growth Team and Portfolio Manager Damon Ficklin discusses the reasons behind the decline in the MSCI ACWI during the September quarter. The most notable themes include higher inflation and the expectation for higher interest rates in the coming years. The market is digesting the expected change in monetary policy around the world and other key factors which include slowing growth, policy changes in China and the COVID-19 pandemic. continue…
by Polen Capital Posted in Polen Capital, Video Insights.
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Polen Capital Global Growth goes long ICON PLC
David Buckland
October 12, 2021
When David Polen established Polen Capital in 1979, I’m sure he could not have dreamed of an organisation that in 2021 is staff owned, with US$73 billion of funds under management, which comprises three strategies being run by three dedicated teams from three locations – Large Company Growth out of Boca Raton Florida, Small Company Growth out of Boston and Emerging Markets Growth out of London. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Just how small is a global small or mid-cap stock?
Dean Curnow
October 11, 2021
In the lead up to the launch of Polen Capital’s second strategy being offered to Australian and New Zealand investors, the Polen Capital Global Small and Mid Cap Fund, I wanted to explore what is a global small and mid cap stock (herein SMID) and how this compares to some of the larger companies listed locally here in Australia. continue…
by Dean Curnow Posted in Polen Capital.
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What’s in a global equity benchmark?
Scott Phillips
September 1, 2021
The MSCI (Morgan Stanley Capital International) organisation is arguably the best know provider of global equity indexes and provide an excellent insight into the investable equity markets around the world. The MSCI indexes are market cap-weighted indexes, which means stocks are weighted according to their market capitalisation—calculated as stock price multiplied by the total number of shares outstanding. continue…
by Scott Phillips Posted in Global markets, Polen Capital.
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Why Polen Capital expect mid to high-teens EPS growth from Mastercard
Roger Montgomery
August 30, 2021
Mastercard (NYSE:MA) is the second largest processor of debit and credit transactions globally behind Visa. It has a market capitalisation of US$354 billion and is a top 10 holding in the Polen Capital Global Growth Fund. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Polen Capital, Stocks We Like.
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SAP – a global powerhouse
Roger Montgomery
August 24, 2021
Founded in 1972 and headquartered in Germany, SAP is one of the world’s largest providers of fully integrated enterprise resource planning (ERP) software, including finance, sales, accounting, human resources and supply chain management and perhaps most importantly, 77 per cent of the world’s transactions hit a SAP system. continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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Siemens Healthineers Lifts Outlook
Roger Montgomery
August 12, 2021
Polen Capital recently increased its holding in Siemens Healthineers as the company raised its guidance for the third time this year after sales of its rapid coronavirus testing kits reached a peak in the third quarter. continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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Why Amazon is one of the most forward-thinking businesses in the world
Roger Montgomery
July 27, 2021
American multinational ecommerce, cloud computing, digital streaming, and artificial intelligence company Amazon (NASDAQ:AMZN) is a top 10 holding in the Polen Capital Global Growth Fund and the team at Polen Capital see it as one of the most innovative and forward-thinking businesses in the world. continue…
by Roger Montgomery Posted in Consumer discretionary, Polen Capital, Stocks We Like.
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Polen’s Q2 2021 portfolio commentary
David Buckland
July 23, 2021
In this week’s video insight, Portfolio Manager of the Polen Capital Global Growth strategy, Jeff Mueller, discusses the results for the June 2021 Quarter. To remind readers, the Polen Capital Global Growth Fund appreciated by 10.9 per cent in Australian Dollars, outperforming the benchmark by 2.0 per cent, after expenses. Leading contributors were dominant tech-based companies and in this video Jeff talks about portfolio holdings Adobe, and the recently acquired AON. continue…
by David Buckland Posted in Polen Capital, Video Insights.
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