Video Insights

In this video Damian Bird highlights portfolio movements during the March quarter. A new position was added, TSMC, Taiwan’s leading semiconductor foundry. For more than 20 years, the company has delivered returns on its internally invested capital of approximately 20 per cent well in excess of its cost of capital. Despite the heightened levels of volatility we are currently seeing in the markets, we continue to expect our companies to report robust earnings growth as they move through 2022. continue…

by Polen Capital Posted in Polen Capital, Video Insights.

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In this week’s video insight Andreas looks at how honest people are when filling in their mortgage applications. The portion of people who say their applications contained some misrepresentation declined from last year’s level of 41 per cent but remains high at 37 per cent. All major four banks, apart from ANZ, also saw a decline in misrepresented applications.

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by Andreas Lundberg Posted in Financial Services, Video Insights.

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There is no doubt the changing landscape will impact many companies globally, but Polen Capital seek to own companies that can thrive and survive in any environment, including this one. That focus is unchanged. Portfolio Manager Rob Forker provides an update on portfolio positioning, using the current volatility in the market opportunistically and buying companies Polen have researched and known for years, but where we had concerns about valuation. continue…

by Polen Capital Posted in Polen Capital, Video Insights.

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Many companies, during the first quarter, reported a slight deceleration in growth as a result of the pull forward dynamics from COVID. And many of these companies suffered significant selloffs as a result of this deceleration. As long-term investors, Polen Capital exploited these price movements by adding to our positions. Portfolio Manager Jeff Mueller reviews first quarter 2022 in this video. continue…

by Polen Capital Posted in Polen Capital, Video Insights.

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In this week’s video insight David discusses how rising interest rates will impact indebted households and the knock-on-effect. The psychological boost and wealth effect enjoyed from strongly rising house prices will likely be missing in the foreseeable future and this means indebted households are more vulnerable to Central Bank tightening late in this inflationary cycle. continue…

by David Buckland Posted in Market commentary, Video Insights.

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The March 2022 quarter has been a challenging environment for The Montgomery Fund’s core philosophy of investing in quality businesses diversified across the growth spectrum. We observed significant divergence in relative share price performance across our holdings despite our investee companies delivering solid financial results in a difficult environment. We remain cautious on recent market moves as volatility remains elevated across all financial markets. continue…

by Joseph Kim Posted in Video Insights.

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In this week’s video insight Stuart discusses the performance turnaround from the major banks, which is due to a change in the market’s outlook for net interest margins on the back of an expectation of rising rates. continue…

by Stuart Jackson Posted in Companies, Financial Services, Video Insights.

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In this week’s video insight Roger discusses the decarbonisation investment theme and the small cap beneficiaries of the electric vehicle revolution. Some companies in this theme include Pilbara Minerals, Mineral Resources, IGO, Allkem and Aeris Resources. Is all of the good news already factored into these prices? continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.

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In this week’s video insight David discusses how the current confusing market conditions have most investors sitting on their hands watching it play out, although domestic and international super-funds, infrastructure funds and private equity groups will be using this market confusion to make proposals and takeovers bids for more interesting relatively secure cashflow plays.  David discusses the current take-over proposals for Uniti Group and why we see the business in a beneficial position. continue…

by David Buckland Posted in Companies, Stocks We Like, Video Insights.

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With more than 30 years of evidenced success through consistent application of the investment process, in this webcast Portfolio Managers Damon Ficklin and Rob Forker introduced the Polen style of growth investing and the long-term focus on company fundamentals. continue…

by Polen Capital Posted in Polen Capital, Video Insights.

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