Stocks We Like
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MEDIA
Ausbiz – Riding the equity market rollercoaster
Sean Sequeira
October 4, 2023
Sean Sequeira, Chief Investment Officer from our investment partner Australian Eagle Asset Management joined Ausbiz to share his insights into current equity markets, highlighting the substantial impact of bond yields on the volatility in markets. Sean shares some top stand-out performers from reporting season including Cochlear (ASX:COH) in healthcare and Altium (ASX:ALU) in technology, both lauded for their long-term potential and growth prospects. He also notes a potential shift in insurance company QBE (ASX:QBE) that could boost returns. Watch the interview: Riding the equity market rollercoaster
by Sean Sequeira Posted in Companies, Editor's Pick, Stocks We Like, TV Appearances.
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How the Polen Capital Global Small and Mid Cap Fund finds under-explored high quality companies
David Buckland
October 3, 2023
In this video insight, I am joined by Rob Forker, the portfolio manager of the Polen Capital Global Small and Mid Cap Fund. We discuss Polen Capital’s strategy of selecting elite companies from a pool of 8000 global stocks based on their five guide rails. Rob also highlights Polen’s approach to investing across the growth spectrum, balancing slower-growing, stable companies like Cochlear with high-growth firms like Globant. Despite the challenging market conditions, Rob remains confident in their strategy, believing that earnings growth will ultimately drive long-term stock price appreciation. continue…
by David Buckland Posted in Editor's Pick, Polen Capital, Stocks We Like, Video Insights.
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The rise of uranium and the opportunity for small cap investors
Michael Gollagher
September 28, 2023
Australian small companies can provide investors with opportunities to tap into global themes that we believe will drive investment returns in the future. One of these is what is the most effective solution for achieving decarbonisation in electricity production. continue…
by Michael Gollagher Posted in Energy / Resources, Market commentary, Stocks We Like.
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The investment thesis behind Workday – a holding in the Polen Capital Global Growth Fund
David Buckland
September 26, 2023
In this week’s video insight I joined Damon Ficklin, Head of Team and Portfolio Manager from Polen Capital to shed some insight into the strategy behind the Polen Capital Global Growth Fund. Damon highlights how the Fund invests across the growth spectrum owning companies like Amazon or Workday, higher growth businesses although it is also happy to own companies on the other end of the spectrum like a L’Oreal or an Abbott Laboratories. Damon also shares how the investment thesis behind Workday and why it is currently a holding in the Fund. continue…
by David Buckland Posted in Editor's Pick, Polen Capital, Stocks We Like, Video Insights.
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The Montgomery Small Companies Fund has had a cracking few months
Gary Rollo
September 7, 2023
In this week’s video insight I joined David Buckland to dive into the recent performance of the Montgomery Small Companies Fund. As the reporting season concludes, the Fund has delivered 11.19 per cent for the three months to 31 August. This is an outperformance of 8.97 per cent compared to its benchmark the S&P/ ASX Small Ordinaries Accumulation Index. The outperformance can be attributed to several key stocks in the Fund’s portfolio, particularly Megaport (ASX:MP1), Audinate (ASX:AD8), and Aussie Broadband (ASX:ABB), all of which have exhibited strong growth and management excellence. continue…
by Gary Rollo Posted in Editor's Pick, Stocks We Like, Video Insights.
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WHITEPAPERS
Hidden in plain sight: our quest for quality around the world
Polen Capital
August 31, 2023
Recently, we highlighted the attractive opportunity we see in international equities.¹ On the back of more than a decade of underperformance relative to the U.S., we believe international now has some notable winds at its back, including cheap absolute and relative valuations and moderating dollar strength. continue…
by Polen Capital Posted in Companies, Polen Capital, Stocks We Like, Whitepapers.
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Altium – A quality stock with excellent momentum
David Buckland
August 25, 2023
In this week’s video insight, David Buckland, CEO of Montgomery, and Sean Sequeira, Chief Investment Officer of Australian Eagle Asset Management, discuss the investment landscape surrounding Altium (ASX:ALU). The discussion delves into Altium’s historical performance, its emphasis on quality, and its ambitious growth aspirations. Through an exploration of Altium’s positioning, management consistency, and recent achievements, this discussion underscores the significance of these factors in evaluating the company’s investment potential. continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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Another high quality result – Breville
Roger Montgomery
August 23, 2023
Breville Group (ASX:BRG) is a company owned in the Montgomery Small Companies Fund and one we have written about extensively. Back on April 14, I wrote about Breville, its 40 per cent share price decline from August 2021 highs and the fact that it was trading on a price earnings (P/E) ratio typically reserved for retailers with store lease obligations and few runways for growth. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Megaport is seeing excellent momentum
David Buckland
August 23, 2023
After exceeding $21 per share in late-2021, Megaport Limited (ASX:MP1) experienced a very rough 17 months. The company now seems to have its mojo back from the trough in April 2023. Not only has the share price more than tripled to $12.15, but this has been accompanied by some very positive company announcements. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.
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Super Retail Group is still winning despite a challenging retail backdrop
Roger Montgomery
August 22, 2023
Another major retailer delivered its FY23 results providing a further data point for conditions in the consumer sector of the economy, which, it is worth remembering, represents a little over 50 per cent of the Australian economy. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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