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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What’s behind Tencent Music Entertainment’s share price decline?
David Buckland
May 13, 2021
After performing admirably for much of the March 2021 quarter, Tencent Music Entertainment (TME) (market capitalisation of US$25.7 billion), has experienced significant share price dislocation over recent weeks, declining from over US$30 to the current US$15 per share. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Polen Capital – Beyond Returns
Dean Curnow
May 12, 2021
Our recent launch of the Polen Capital Global Growth Fund marks the formal commencement of our partnership with Polen Capital. After due diligence of several established global managers with long term track records we are delighted to have found in Polen, a team with integrity, a desire to offer their expertise to Australians, and a deep attachment to a quality-based investment philosophy. continue…
by Dean Curnow Posted in Polen Capital.
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Polen Capital Global Growth Fund’s holdings and the bumper March Quarter results
David Buckland
April 28, 2021
In terms of the weighting of the Polen Capital Global Growth portfolio, each of Microsoft, Alphabet and Starbucks produced bumper March 2021 Quarterly results and a summary follows. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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