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WHITEPAPERS
Value and Growth: Two sides of the same coin
Roger Montgomery
April 28, 2021
One of today’s big debates is whether share markets are falling out of love with so-called ‘growth’ stocks and falling back in love with ‘value’ stocks. It can be worth paying attention to broad shifts in sentiment, but I think there is little utility in trying to divide stocks into these two arbitrary categories. Instead, it is better to simply focus on investing at rational prices in extraordinary businesses that have bright prospects. Continue…
by Roger Montgomery Posted in Editor's Pick, Whitepapers.
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A review of the Polen Capital Global Growth Strategy for the March 2021 Quarter
David Buckland
April 27, 2021
Since inception on 1 January 2015, the Polen Capital Global Growth portfolio has delivered an annualised return of 16.2 per cent, in Australian Dollars, in the 6.25 years to 31 March 2021. Relative to the MSCI All Country World Index, in Australian Dollars, this is 4.9 per cent average annual out-performance, on an after expenses basis. Continue…
by David Buckland Posted in Polen Capital.
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Could Biden’s latest pronouncement spell the end of the Bull Market?
Roger Montgomery
April 24, 2021
Tax is a very powerful driver of behaviour. For local evidence we only need to look at Australian property prices. While long-term, immigration drives property prices, and in the shorter-term access to credit, these influences occur under the umbrella of very favourable tax conditions combined with the willingness of banks, regulators and the government to allow buyers to use massive amounts of leverage to purchase their main residence. Continue…
by Roger Montgomery Posted in Global markets.
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What to expect from the upcoming bank results
Stuart Jackson
April 23, 2021
The major banks will release their results over the next couple of weeks. Having generally lagged the market over the last few years, the bank stocks have been relative winners in the last six months as fears around bad debts eased. Continue…
by Stuart Jackson Posted in Companies, Financial Services, Stocks We Like.
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Why we think NSR is an exceptional REIT
Gary Rollo
April 22, 2021
The real estate investment trust sector is not a traditional hunting ground for the Montgomery Small Companies Fund. REITs tend to be passive asset owners or rent collectors. So they’re not a natural fit for our philosophy of investing in talented management teams that can generate compounding wealth for our investors. But National Storage REIT (ASX:NSR) is an exception. Continue…
by Gary Rollo Posted in Companies, Editor's Pick, Stocks We Like.
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Polen Capital investing across the growth spectrum
David Buckland
April 21, 2021
In this week’s video insight David discusses the how in the six and one quarter years to 31 March 2021 the Polen Global Growth strategy has delivered annual average returns in Australian dollars exceeding 16 per cent, approximately five per cent better than the MSCI All Country World Index in Australian Dollars. David also shares how Polen Capital invests across the growth spectrum sharing some key portfolio holdings. Continue…
by David Buckland Posted in Polen Capital, Video Insights.
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Five key stocks in our Small Companies Fund
Roger Montgomery
April 20, 2021
The Montgomery Small Companies Fund is diversified across the spectrum of growth. It includes Stable Compounders, Tactical Opportunities, and Structural Winners. In this blog, I set out our key holdings in each of these categories. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Where next for Telstra?
Tim Kelley
April 19, 2021
In June 2018, Telstra (ASX:TLS) announced its Telstra2022 strategy, aimed at simplifying its operations and product set and reducing its cost base. At the time, we thought that the strategy took Telstra in the right direction and represented a credible response to the issues faced, which included the progressive loss of its lucrative fixed line business to the National Broadband Network, and an inflated cost base, accumulated during its time as a government-owned monopoly service provider. Continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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