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Know what you own: stocks vs. businesses
Polen Capital
October 7, 2022
Successful business owners are often said to be able to feel the pulse of the companies they lead. For instance, great restaurateurs know what dishes are most popular on the menu, who their regular patrons are, when suppliers will deliver fresh ingredients, and how much revenue is needed to cover basic expenses such as salaries and rent. continue…
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Playing the infinite game: patient investing
Polen Capital
September 29, 2022
In his 2019 book The Infinite Game, author Simon Sinek describes how taking a long-term view — what he calls adopting an infinite mindset — is critical for success. Although discussed in the context of leadership, the same principle applies to investing, which has historically favored those who take a long-term view rather than react impulsively to the inevitable ups and downs that occur on the path to creating wealth. Of course, while countless investors have demonstrated that the market rewards those who stay the course, the reality is that doing so isn’t always easy. On the contrary, it takes discipline, self-restraint, and patience. continue…
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2Q2022 Polen Capital Global Small and Mid Cap Commentary
Polen Capital
August 12, 2022
The second quarter of 2022 echoed themes that started earlier this year. High inflation, rising interest rates, and a general “riskoff” mentality have created some difficulty for our investing style in the Polen Capital Global Small and Mid Cap Fund. continue…
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2Q2022 Polen Capital Global Growth Commentary
Polen Capital
August 10, 2022
The conditions during the second quarter of the year have largely been a continuation of what we experienced during the first quarter, with a long list of exogenous factors continuing to weigh on the market, including persistent inflation, tightening monetary policy, and ongoing supply chain issues. continue…
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Q&A: The global opportunity with smaller, burgeoning companies
Polen Capital
June 20, 2022
The global small and mid-cap (SMID) space is a vast and inefficient universe of opportunity where disciplined research can be an edge. We aim to deliver a differentiated portfolio that avoids the common pitfalls of smaller cap investing by applying a high-quality approach to this compelling asset class. Here are five key questions on Polen Capital’s Small and Mid Cap strategy, answered by Rob Forker, Portfolio Manager and Analyst. 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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Polen Capital February 2022 Client Update
Polen Capital
February 8, 2022
Polen Capital’s Paul Williams hosts this Polen Perspective conversation with Damon Ficklin and Rob Forker to discuss topical share market events and convey the team’s latest thinking recorded exclusively for Australian investors. continue…
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MEDIA
Ausbiz with Equity Mates: Watchlist Wednesday – from shoes to storage units
Roger Montgomery
December 2, 2021
Roger joined Alec Renehan and Bryce Leske from Equity Mates on Ausbiz for watchlist Wednesday. In this episode Roger discusses four stocks for your watchlist and why he likes them. Including National Storage REIT, Waypoint REIT, Macquarie Telecom and Accent Group. Markets are really good at overestimating the short term but underestimating the long term prospects of some companies and these companies are proof of that. Watch here. continue…
by Roger Montgomery Posted in TV Appearances, Value.able.
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The quality quotient in long-term alpha
Polen Capital
December 2, 2021
Investors are generally taught that highly concentrated portfolios mean taking on more risk, but that may not always be the case. In Polen Capital’s experience, the perceived risk of holding a concentrated portfolio can be offset by owning high-quality investments. By owning a concentrated portfolio containing only the highest quality companies, investors can potentially take meaningfully less risk than the market while generating greater long-term performance. continue…
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The heat map: stick with high quality businesses with excellent growth prospects
David Buckland
November 30, 2021
The US-centric Polen Focus Growth Fund (not currently available for Australian investors) is coming around for its 33rd anniversary and in the period to 30 September 2021 it has delivered returns approaching 16 per cent per annum (gross), outperforming the S&P 500 by 4.8 per cent per annum. continue…
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This Christmas, give the gift that keeps on giving
Roger Montgomery
November 23, 2021
Set your adult kids, friends or significant other on the path to investing success and discover how more than 40,000 investors have already changed their fortunes. Buy two copies of Value.able for the price of one. continue…
by Roger Montgomery Posted in Value.able.
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