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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…
by Polen Capital Posted in Polen Capital.
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Aura High Yield SME Fund: Letter to Investors 17 June 2022
Brett Craig
June 20, 2022
This week the NAB released the May monthly business survey, reporting an easing in confidence but a strong outlook for conditions. Continue…
by Brett Craig Posted in Aura Group.
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Would you like P/Es with that?
Roger Montgomery
June 17, 2022
Recently I penned a post proposing the importance of investing in quality companies with solid growth prospects. The suggestion is based simply on rather basic arithmetic; buy and sell shares on the same (now compressed Price to Earnings Ratio) and the investors Internal Rate of Return (IRR) will equal the Earnings Per Share (EPS) growth rate the company achieves. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Phil Lowe – playing catch up football with his Central Bank counterparts
David Buckland
June 16, 2022
Overnight, the US Federal Reserve tightened their official cash rates by 0.75 per cent, the largest increase since 1994, taking their cash up from 0.75 per cent to 1.5 per cent. Chairman Jerome Powell indicated a minimum increase of 0.5 per cent at the July meeting, meaning a US cash rate of at least 2.0 per cent. Continue…
by David Buckland Posted in Market commentary.
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A Tale of two market machines
Polen Capital
June 15, 2022
While several factors can affect stock prices, Polen Capital believe long-term returns are ultimately driven by sustainable earnings growth. Continue…
by Polen Capital Posted in Editor's Pick, Polen Capital.
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A deep dive on the Aura High Yield SME Fund Part 1: A guide to SME lending
Dean Curnow
June 14, 2022
In May 2022 Montgomery announced a partnership with Aura Funds Management to offer their Australian credit strategies to Montgomery investors and interested parties. This is Montgomery’s first partnership outside of equities into credit and specifically private debt, which is a niche asset class getting a lot of attention for its consistent income and uncorrelated returns to those more traditional asset classes. Continue…
by Dean Curnow Posted in Aura Group.
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The people behind the process
Scott Phillips
June 10, 2022
As we broaden out the expert teams partnering with Montgomery, I talk with Brett Craig the Portfolio Manager for the Aura High Yield SME Fund and lift the lid on what makes the people behind the process, the blog posts and the numbers tick. Continue…
by Scott Phillips Posted in Montgomery News and Updates.
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Why rising rates impact corporate earnings too
Joseph Kim
June 9, 2022
If you had to pick one topic which has overwhelmed investors in 2022, it is inflation. Inflation is where all roads in 2022 have led – it has forced a shift in central bank policy, impacted both wealth and standards of living and dominated headlines in both financial markets and mainstream media alike. Continue…
by Joseph Kim Posted in Market commentary.
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