End of an epoch - Warren Buffet retires. What do investors need to know? READ HERE to learn more.
-
Accessing Montgomery’s funds through a platform
Scott Phillips
February 4, 2022
During this most recent pull back in equity markets, we have received a number of calls from investors who have enquired as to what platforms Montgomery’s suite of funds are available on. Now many people may be asking what a “platform” is and what do they do. Continue…
by Scott Phillips Posted in Investing Education.
- save this article
- POSTED IN Investing Education.
-
How will companies fare this reporting season?
Joseph Kim
February 3, 2022
February is here once again, and with that another reporting season. Conditions for this February reporting season are materially different to the ones faced by investors back in August. While we were in the midst of lockdowns in Sydney and Melbourne, the June 2021 period just passed represented a robust set of operating conditions as economies were roaring from re-opening and fiscal stimulus, we had a manageable COVID-19 situation (B.O – before Omicron) and “supply chain disruptions” weren’t really a thing. Continue…
by Joseph Kim Posted in Companies.
- save this article
- POSTED IN Companies.
-
Why this market downturn is a great time to invest
Roger Montgomery
February 3, 2022
After two years of largely uninterrupted asset price gains, January provided a rude awakening for many investors, as equity markets around the world took a tumble. And it wasn’t just profitless tech stocks that took a beating. Caught up in the carnage were some high quality businesses that saw their share prices crimped – and which now present compelling value. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets.
- 4 Comments
- save this article
- 4
- POSTED IN Editor's Pick, Global markets.
-
Why VGI wants to merge with Regal Funds Management
David Buckland
February 2, 2022
Global equity manager, VGI Partners Limited (ASX: VGI), has agreed to a merger with unlisted investment manager Regal Funds Management. The new firm will have combined funds under management of over $6 billion. The move follows a number of similar mergers by fund managers in recent years. Continue…
by David Buckland Posted in Companies.
- 4 Comments
- save this article
- 4
- POSTED IN Companies.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
Which retailers have weathered the market storm?
Stuart Jackson
February 1, 2022
In response to recent trading updates, the share prices of many listed retailers have been hit for six. With retail sales falling short of expectations, supply chain disruptions, and the risk of excess inventories, some investors have been spooked, and have headed for the exits. Happily, the price falls have not hit every business, and it’s interesting to see which retailers have won the market’s approval. Continue…
by Stuart Jackson Posted in Companies, Consumer discretionary, Editor's Pick, Stocks We Like.
-
4Q2021 Polen Capital global growth commentary
Polen Capital
January 31, 2022
In this video Portfolio Manager Jeff Mueller discusses the key themes impacting investment markets through the December 2021 quarter. New virus variants, additional lockdowns in some parts of the world, disruptive supply chain issues, a sharp increase in inflation, a shift in monetary policy, expectation for rising interest rates, and regulatory changes in China were some of the most significant headwinds to emerge. Continue…
by Polen Capital Posted in Editor's Pick, Polen Capital, Video Insights.
- watch video
- save this article
- POSTED IN Editor's Pick, Polen Capital, Video Insights.
-
Inflation from a small cap perspective
Gary Rollo
January 31, 2022
I’ve spent the last few days talking to most of the folks I know in the market, collecting opinions, information and discussing what other investors are thinking on the big topic of the moment – inflation. Not all inflationary forces are equal, and their impact is different in different economies. Continue…
by Gary Rollo Posted in Market commentary.
- save this article
- POSTED IN Market commentary.
-
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.
- save this article
- POSTED IN Global markets, Polen Capital.
