Polen Capital
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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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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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WHITEPAPER
ARE WE THERE YET? WHAT TO DO WHEN THE BOTTOM OF THE MARKET IS UNKNOWN
Roger Montgomery’s latest whitepaper is now available. It explores the challenges of investing when no one knows whether equity markets have reached the bottom of the latest volatility cycle. The paper offers a framework to help you navigate today’s market and invest in quality, profitable companies with growth potential.
READ HERE
