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The Polen Capital Focus Growth Fund celebrates its 33rd Anniversary
David Buckland
January 28, 2022
When Montgomery Investment Management announced its partnership with Polen Capital nearly twelve months ago, we were delighted to see their flagship fund had such an extraordinary long-term track record. And that fund – the Polen Capital Focus Growth Fund – has just celebrated its 33rd Anniversary. Continue…
by David Buckland Posted in Global markets, Polen Capital.
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Codan beats expectations – and the market likes it
Andreas Lundberg
January 27, 2022
With global markets pulling back sharply over recent days, it was pleasing to see the positive trading update by Codan Limited (ASX:CDA). The company – which makes communications, metal detection and mining technology – has been a significant contributor to The Montgomery Fund’s performance for a long time. And the update led to a significant boost to the share price. Continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like.
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Why this business lender looks set to prosper
Stuart Jackson
January 25, 2022
Business loan books are growing at their fastest rate since the GFC, as firms start investing again and government support is pared back. One lender that is making hay is small business loan specialist, Prospa Group (ASX:PGL). Prospa is well positioned for accelerating revenue growth, and has a strong balance sheet to fund its growth. Continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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US inflation and the pressure on asset valuations
David Buckland
January 24, 2022
Over calendar 2021, US inflation jumped from a very tame 1.4 per cent to a worrying 7.0 per cent, the highest level recorded in four decades. The last time US inflation was at this level, the yield on the US ten-year Government Bonds was 13.5 per cent. Continue…
by David Buckland Posted in Economics, Editor's Pick, Market commentary.
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- POSTED IN Economics, Editor's Pick, Market commentary.
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What is the LNG industry really worth to the WA economy?
Andreas Lundberg
January 21, 2022
If you think the giant Liquefied Natural Gas industry is a tax and jobs creating engine for the West Australian economy, you might be surprised by some recent research by The Australia Institute. They have found that, in 2020/21, tax collected was around half the money generated from motor vehicle registrations. And LNG jobs represented less than 1 per cent of total jobs. Continue…
by Andreas Lundberg Posted in Energy / Resources, Market commentary.
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- POSTED IN Energy / Resources, Market commentary.
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City Chic Collective – Outperforming in a challenging environment
Dominic Rose
January 20, 2022
City Chic Collective (CCX.ASX) provided a better than feared 1H22 trading update highlighting strong sales outperformance against a challenging trading backdrop, plagued by rapidly rising COVID-19 infections and ongoing global supply chain disruptions. Management’s decision to invest in additional inventory ahead of the curve clearly paid off with first half sales growing 50 per cent to $178 million; further evidence of strong strategic execution which remains central to our investment thesis. Continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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The Montgomery Fund’s key drivers of performance in 2021
Joseph Kim
January 19, 2022
In this week’s video insight Joseph discusses the key drivers of The Montgomery Fund’s performance for calendar year 2021. Overall, 2021 was a successful year for The Montgomery Fund. The total return of 25.1 per cent after fees represented an outperformance of 7.6 per cent versus the broader S&P/ASX 300 Accumulation Index, and included two distributions which collectively accounted for 4.2 per cent of the return. Continue…
by Joseph Kim Posted in Editor's Pick, Montgomery News and Updates, Stocks We Like, Video Insights.
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The Montgomery Fund – year in review
Dean Curnow
January 17, 2022
The Montgomery Fund (The Fund) closed an impressive 2021, outperforming the S&P/ASX 300 Accumulation Index by 7.61 per cent, after fees. Over the year The Fund also paid a solid distribution at 30 June and a smaller one at 31 December, which collectively represented approximately 4.2 per cent of the calendar year’s return, also on an after-fee basis. In this article I review some of the key drivers of performance over calendar year 2021 at a sector and stock level. Continue…
by Dean Curnow Posted in Editor's Pick, Montgomery News and Updates.
