Polen Capital
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Just Google it
Roger Montgomery
July 23, 2021
Over the three months to 30 June 2021 the Polen Capital Global Growth Fund increased by 10.91 per cent delivering an out-performance of 1.96 per cent compared to its benchmark the MSCI ACWI, in Australian Dollars. Stock selection within the communication services sector added relative value, led by Alphabet and Facebook. With Alphabet (NASDAQ: GOOG) being one of the top three contributors to performance in the quarter. continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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Polen Capital – a nice start
David Buckland
July 21, 2021
Effective March 2021, Montgomery Investment Management became the distribution partner for Polen Capital in Australia and New Zealand. Polen Capital commenced operations in 1979, and the US$70 billion business is 71 per cent owned by its employees, who in turn have 100 per cent of the company’s voting rights. continue…
by David Buckland Posted in Polen Capital.
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Chinese tech giant Alibaba keeps growing
Roger Montgomery
July 15, 2021
Over the month of June 2021, the Polen Capital Global Growth Fund delivered a return of 6.46 per cent, outperforming the benchmark, the MSCI ACWI, in Australian Dollars, by 2.0 per cent. And over the June 2021 quarter, the Fund put on 10.91 per cent for an out-performance of 1.96 per cent. Today we look at a top 10 holding in the Fund, Chinese e-commerce backbone Alibaba (HKG: 9988). continue…
by Roger Montgomery Posted in Companies, Polen Capital.
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Facebook’s growing market opportunity
Roger Montgomery
July 12, 2021
In March we introduced the Polen Capital Global Growth Fund to Australian investors. The Boca Raton-based manager Polen Capital was established in 1979 and over the past 32 years the flagship US Portfolio has been able to compound earnings growth above 15 per cent annually versus approximately six per cent annually for the S&P 500. continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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Align Technology’s long runway for growth
Roger Montgomery
July 5, 2021
For this series of articles, I asked the team at Polen Capital to describe each of the companies currently in the portfolio. Today, we look at dental device company Align Technology. Based in San Jose, California Align Technology is a global medical device company that pioneered the development of invisible orthodontics with its Invisalign system. continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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Adobe’s opportunities for margin expansion
Roger Montgomery
June 21, 2021
For this series I asked the team at Polen Capital to describe each of the companies currently in the portfolio. Today, we look at global creative software distributor Adobe. continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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Autodesk’s shift to software-as-a-service
Roger Montgomery
June 15, 2021
In March Montgomery Investment Management introduced the Polen Capital Global Growth Fund to Australian investors. In this series of articles the team at Polen Capital describe companies currently in the portfolio. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Polen Capital.
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The global business of sport
Roger Montgomery
June 9, 2021
Headquartered in Germany with a history dating back to 1924, Adidas is a global leader in the manufacturing of athletic apparel and footwear, trailing only Nike in terms of revenues and units sold. The company with the distinctive three stripes identity mark reported net sales in 2020 of over €23 billion. continue…
by Roger Montgomery Posted in Companies, Polen Capital.
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Abbott Laboratories building life-changing technologies
Roger Montgomery
June 4, 2021
In March Montgomery Investment Management introduced the Polen Capital Global Growth Fund to Australian investors. The Boca Raton-based manager Polen Capital was established in 1979 and over the past 32 years the flagship US Portfolio has been able to compound earnings growth above 15 per cent annually versus approximately six per cent annually for the S&P 500. continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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Accenture: the twenty-year illustration of patient investing
David Buckland
May 27, 2021
The Polen Capital Global Growth Fund attempts to own 25-35 of the highest quality businesses which meet all of the manager’s five guardrails – a sustainable return on equity exceeding 20 per cent; exceptionally strong balance sheet; stable or growing profit margins; abundant free cashflow; and real organic revenue growth. And with Polen Capital’s exceptionally low portfolio turnover, global investors have a “sleep well at night” offering. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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