Polen Capital
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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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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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INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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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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