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Your opportunity to hear directly from Polen Capital
David Buckland
March 25, 2021
Under a new partnership between Montgomery Investment Management and Polen Capital our clients can now access a concentrated portfolio of outstanding global businesses through Polen’s Global Growth strategy. The typical growth company may conjure images of a fast-growing, highly valued tech-focused operation. But growth businesses can come in all shapes, sizes, and industries. Continue…
by David Buckland Posted in Polen Capital.
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Making Sense of the Current Growth vs. Value Dynamic
Polen Capital
March 24, 2021
Since the market bottom of the Great Financial Crisis in March 2009, the Russell 1000 Growth Index (R1G) has outperformed the Russell 1000 Value Index (R1V) by over 300 per cent cumulatively. Many seem fearful that this current era of growth style dominance will end with the same thud as its 1990s predecessor. Continue…
by Polen Capital Posted in Polen Capital.
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Why government should not water down responsible lending laws
Andreas Lundberg
March 23, 2021
Last year, in direct contradiction to a key recommendation of the Banking Royal Commission, the Federal Government put forward a proposal to ‘relax’ lending standards by the banks. Thankfully, a vote on the legislation has now been put on hold, and I’m hoping the proposal will be shelved completely. Continue…
by Andreas Lundberg Posted in Editor's Pick, Property.
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Why it can be misleading to categorise stocks as either ‘value’ or ‘growth’
Joseph Kim
March 22, 2021
Over the past month, the Dow Jones Industrial Index has outperformed the tech-heavy Nasdaq Composite Index and a new narrative has emerged that the market is favouring ‘value’ and ‘re-opening’ stocks (contained in the Dow) over ‘growth’ and ‘COVID winner’ stocks (listed on the Nasdaq). The problem with this simple narrative is that some businesses can have the characteristics of both a ‘value’ and a ‘growth’ stock. Continue…
by Joseph Kim Posted in Investing Education.
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Why IMDEX has a strong core business in all market conditions
Dominic Rose
March 19, 2021
Against a challenging backdrop mining technology business IMDEX (ASX:IMD) delivered a strong 1H21 result. IMDEX materially beat market expectations with stronger revenues as exploration regions opened and cost discipline drove solid margin growth. Continue…
by Dominic Rose Posted in Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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Which miners stand to benefit from emissions reductions efforts?
Tim Kelley
March 18, 2021
Our friends at UBS recently hosted a conference call with Skarn Associates, a London-based consultancy that develops detailed mining sector ESG analysis on an asset-by-asset basis. Continue…
by Tim Kelley Posted in Energy / Resources.
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Why I think house prices will keep going up
Roger Montgomery
March 18, 2021
Australia is in the grip of its biggest property price boom in more than a decade. The boom is motivated in no small part by a fear of missing out. But there are also other important factors at play, leading me to believe that this trend could continue for some time. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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My take on the meteoric rise of EV makers
Andreas Lundberg
March 17, 2021
The valuations of electric vehicle makers, like Tesla and NIO, have risen spectacularly over the past year. But, given that car manufacturing is a very competitive, low margin business, have their share prices run too hard? Continue…
by Andreas Lundberg Posted in Companies.
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