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Netwealth podcast concentrated portfolios: A tool for risk-management
Polen Capital
April 12, 2022
In this podcast with netwealth, Jeff Mueller, a former US Marine, and a co-portfolio manager of the Global Growth Fund at Polen Capital, shares how a concentrated portfolio of high-quality global companies can be a risk management tool and hedge against inflation. Jeff identifies the filters and “guardrails” that all investors should consider when shaping a portfolio capable of significant growth even within inflationary and unstable environments.
by Polen Capital Posted in Global markets, Podcast Channel.
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Why we have initiated a position in Computershare
Joseph Kim
April 12, 2022
Computershare (ASX:CPU) is a global leader in the provision of shareholder registry services, employee equity plans, proxy solicitation, stakeholder communications and other diversified financial services including loan and mortgage servicing. As a recent addition to the portfolio of The Montgomery Fund and The Montgomery [Private] Fund, let’s take a closer look into the business. Continue…
by Joseph Kim Posted in Companies, Stocks We Like.
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Take heed of these four key risks, warns JPMorgan’s Jamie Dimon
Stuart Jackson
April 10, 2022
Jamie Dimon is chairman and CEO of JPMorgan Chase – the world’s largest bank by market capitalisation – and has been included four times in Time magazine’s list of the world’s 100 most influential people. So his annual letter, released as part of the bank’s latest annual report, is worth reading. In it, Dimon points to four key risks facing all investors. Here is an overview of his letter. Continue…
by Stuart Jackson Posted in Market commentary.
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Allkem Limited is having a day out
David Buckland
April 8, 2022
Formed by the merger of Galaxy Resources and Orocobre in August 2021, Allkem Limited (ASX: AKE) has an audacious objective of producing at least 10 per cent of global lithium, whilst being a top three global lithium supplier. Continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.
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How strong is the demand for Electric Vehicles?
Roger Montgomery
April 7, 2022
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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Shipping firms profit from the supply chain crisis
Andreas Lundberg
April 6, 2022
The global supply chain crisis caused by COVID-19 has significantly increased the cost and time it takes to ship goods. This has been bad news for some businesses – particularly those that find it difficult to pass on rising costs. But the crisis hasn’t been bad for everyone. For the world’s major container shipping companies and freight forwarders, it’s meant rising profits and soaring share prices. Continue…
by Andreas Lundberg Posted in Companies, Consumer discretionary.
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Hey Big Super – will there be more offers for Uniti Wireless?
Gary Rollo
April 5, 2022
There is an auction process (of sorts) happening for Uniti Wireless (ASX:UWL), and it appears contested with two interested parties emerging to date. Should there be more? Continue…
by Gary Rollo Posted in Companies, Stocks We Like.
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How Polen Capital invest across the growth spectrum
Polen Capital
April 4, 2022
In this video extract from our recent webinar, Polen Capital’s Damon Ficklin shares how the Polen Capital team construct their portfolios using the strategy of investing across the growth spectrum. To achieve a mid-teens earnings per share growth target, they look at a range of different types of growth companies across this spectrum. Damon shares two examples of companies in the Polen Capital Global Growth Fund including Adobe and Siemens Healthineers and their investment thesis. Continue…
by Polen Capital Posted in Companies.
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