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Just how small is a global small or mid-cap stock?
Dean Curnow
October 11, 2021
In the lead up to the launch of Polen Capital’s second strategy being offered to Australian and New Zealand investors, the Polen Capital Global Small and Mid Cap Fund, I wanted to explore what is a global small and mid cap stock (herein SMID) and how this compares to some of the larger companies listed locally here in Australia. continue…
by Dean Curnow Posted in Value.able.
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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 Value.able.
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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 Value.able.
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A review of the Polen Capital Global Growth Strategy for the March 2021 Quarter
David Buckland
April 27, 2021
Since inception on 1 January 2015, the Polen Capital Global Growth portfolio has delivered an annualised return of 16.2 per cent, in Australian Dollars, in the 6.25 years to 31 March 2021. Relative to the MSCI All Country World Index, in Australian Dollars, this is 4.9 per cent average annual out-performance, on an after expenses basis. continue…
by David Buckland Posted in Value.able.
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Your opportunity to hear directly from Polen Capital
David Buckland
March 25, 2021
Under a new partnership between Montgomery Investment Management and Polen Capital our clients can now access a concentrated portfolio of outstanding global businesses through Polen’s Global Growth strategy. The typical growth company may conjure images of a fast-growing, highly valued tech-focused operation. But growth businesses can come in all shapes, sizes, and industries. continue…
by David Buckland Posted in Value.able.
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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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Making Sense of the Current Growth vs. Value Dynamic
Polen Capital
March 24, 2021
Since the market bottom of the Great Financial Crisis in March 2009, the Russell 1000 Growth Index (R1G) has outperformed the Russell 1000 Value Index (R1V) by over 300 per cent cumulatively. Many seem fearful that this current era of growth style dominance will end with the same thud as its 1990s predecessor. continue…
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Polen Perspectives: Finding Sustainable Growth Around the World
Polen Capital
March 9, 2021
Montgomery has partnered with Polen Capital to make two Polen Capital global growth strategies available. In introducing Polen Capital to you, we are delighted to share this recent webinar with Polen Global Growth Portfolio Manager Damon Ficklin and Investment Specialist Adnan Younis, CFA where they share their thoughts on technology valuations, global themes impacting markets, and what they see as the new recession-proof businesses. You can listen to the webinar here.
by Polen Capital Posted in Value.able.
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Are SaaS businesses the new safeties? Why Polen think they could be recession-resistant investments
Polen Capital
March 4, 2021
In a challenging COVID-19 environment, the performance of Polen’s Software-as-a-Service (SaaS) holdings has led the firm to question whether these companies may offer the benefits of typical recession-resistant businesses but with potentially more sustainable growth. continue…
by Polen Capital Posted in Value.able.
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Value Investing series, Part 4
Roger Montgomery
February 5, 2016
If you are interested in learning about value investing, last year we recorded a podcast series with 2GB. Today we share Part 4, of a six-part series. continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education, Value.able.
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Value Investing Series, Part 3
Roger Montgomery
January 28, 2016
If you are interested in learning about value investing, last year we recorded a podcast series with 2GB. Today we share Part 3, of a six-part series. continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education, Value.able.
