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March quarter update on the Polen Capital Global Small and Mid Cap Fund
Polen Capital
May 5, 2023
On the back of an unprecedented, macro-driven environment in 2022, the first quarter of 2023 has proven no less volatile. While plenty of uncertainty remains, particularly surrounding economic growth, the trajectory of interest rates, and the subsequent impact on financial markets, global equity markets started the year in positive territory. continue…
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March quarter update on the Polen Capital Global Growth Fund
Polen Capital
May 4, 2023
2023 began with a strong start as the U.S market tended to reward quality fundamentals in January. Concerns around inflation and central bank policy re-emerged in February when the U.S. Federal Reserve Chairman Powell remarked that rates may be kept at “a restrictive level for a period of time.” Despite the acute banking crisis impacting countries around the world, which we touch on below, quality fundamentals appeared to be, once again, rewarded in March. continue…
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The Polen Capital Global Growth Fund receives a “Recommended” rating from Lonsec
Dean Curnow
April 28, 2023
We are pleased to announce that Lonsec, in their second year of coverage, has upgraded the Polen Capital Global Growth Fund (Class B Units[1]) to ‘Recommended’. This is the second highest rating available for strategies they research. continue…
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Why the Polen Capital Global Growth Fund portfolio is going to help investors win in the long run
Polen Capital
March 30, 2023
In this video Polen Capital’s Damon Ficklin joins Roger to discuss the portfolio characteristics of the businesses owned in the Polen Capital Global Growth Fund. The businesses Polen Capital invest in are truly advantaged and have the ability to weather the business cycle and continue to perform well in the current environment. Two examples of businesses delivering double-digit revenue growth include Align Technology and Visa. continue…
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Wonderful companies at wonderful prices?
Polen Capital
February 2, 2023
“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”1 This well-worn adage from Warren Buffett has guided our investment approach for over thirty years and is the title of a piece we published in 2018.2 Given recent market conditions, we’ve chosen to revisit this concept. continue…
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WHITEPAPER
WHY I'M DOUBLING DOWN ON THE CALL TO INVEST IN PRIVATE CREDIT AND DIGITAL INCOME
Discover how private credit and market-neutral digital income strategies may enhance portfolio diversification in an environment where the traditional 60/40 approach is proving less effective.
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December quarter update on the Polen Capital Global Small and Mid Cap Fund
Polen Capital
January 23, 2023
The fourth quarter of 2022 echoed themes that endured throughout the year, and despite posting double-digit returns over the quarter, 2022 ended with the largest annual decline since 2008. While multiple compression was behind the broad decline over the year, the fourth quarter saw multiples expand for the first time since Q4 2021. Signs of inflation slowing mostly drove this reversal. continue…
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December quarter update on the Polen Capital Global Growth Fund
Polen Capital
January 20, 2023
While the market experienced some recovery during the fourth quarter, the speed of the market decline and the aggregate losses as of year-end made 2022 one of the most challenging years for the market in many years. continue…
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ABC Nightlife: Interest rates
Roger Montgomery
December 14, 2022
Roger Montgomery joined Phil Clark on ABC Nightlife to discuss what lies ahead for the Australian property market. As anyone with a mortgage knows, the official cash rate is at 10-year high after eight consecutive month increases, so what is in store for 2023? Listen to the podcast here: ABC Nightlife 13 November 2022
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September quarter update on the Polen Capital Global Growth Fund
Polen Capital
October 25, 2022
During the September 2022 quarter, the world continued to experience persistent inflation. This included the zero tolerance COVID-19 policies in China resulting in the sudden and complete shutdowns of some large cities; the ongoing war in Ukraine; and substantial tightening measures by central banks worldwide. continue…
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September quarter update on the Polen Capital Global Small and Mid Cap
Polen Capital
October 21, 2022
Over the September 2022 quarter the Polen Capital Global Small and Mid Cap Fund delivered investors a return of negative 2.58 per cent, whilst the benchmark, the MSCI ACWI SMID Accumulation Index in AUD, rose by 0.49 per cent. Both were assisted by the sharp decline in the AUD/USD exchange rate, to the tune of around 6 per cent. continue…
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