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Why Amazon is one of the most forward-thinking businesses in the world
Roger Montgomery
July 27, 2021
American multinational ecommerce, cloud computing, digital streaming, and artificial intelligence company Amazon (NASDAQ:AMZN) is a top 10 holding in the Polen Capital Global Growth Fund and the team at Polen Capital see it as one of the most innovative and forward-thinking businesses in the world. Continue…
by Roger Montgomery Posted in Consumer discretionary, Polen Capital, Stocks We Like.
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The people behind the process – Montgomery Small Companies Fund
Scott Phillips
July 26, 2021
It’s been a while since I last did a profile piece on a member of the Montgomery team and in that time, we had two skilled investment professionals join. I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. I catch up with one of our newest Portfolio Managers on our Australian Small Companies team – Gary Rollo. Continue…
by Scott Phillips Posted in Editor's Pick, Montgomery News and Updates.
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Polen’s Q2 2021 portfolio commentary
David Buckland
July 23, 2021
In this week’s video insight, Portfolio Manager of the Polen Capital Global Growth strategy, Jeff Mueller, discusses the results for the June 2021 Quarter. To remind readers, the Polen Capital Global Growth Fund appreciated by 10.9 per cent in Australian Dollars, outperforming the benchmark by 2.0 per cent, after expenses. Leading contributors were dominant tech-based companies and in this video Jeff talks about portfolio holdings Adobe, and the recently acquired AON. Continue…
by David Buckland Posted in Polen Capital, Video Insights.
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Just Google it
Roger Montgomery
July 23, 2021
Over the three months to 30 June 2021 the Polen Capital Global Growth Fund increased by 10.91 per cent delivering an out-performance of 1.96 per cent compared to its benchmark the MSCI ACWI, in Australian Dollars. Stock selection within the communication services sector added relative value, led by Alphabet and Facebook. With Alphabet (NASDAQ: GOOG) being one of the top three contributors to performance in the quarter. Continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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How to position your portfolio for the delta variant
Roger Montgomery
July 22, 2021
Since late 2020, we’ve pivoted our portfolios to businesses likely to benefit from the economy’s reopening – and generated excellent returns. But the emergence of the highly infectious delta variant makes the future far less certain. My take is that higher quality and structural growth businesses should again be on your radar. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Polen Capital – a nice start
David Buckland
July 21, 2021
Effective March 2021, Montgomery Investment Management became the distribution partner for Polen Capital in Australia and New Zealand. Polen Capital commenced operations in 1979, and the US$70 billion business is 71 per cent owned by its employees, who in turn have 100 per cent of the company’s voting rights. Continue…
by David Buckland Posted in Polen Capital.
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Why Chinese investors are shying away from Australia
Andreas Lundberg
July 20, 2021
In Australia, mergers and acquisitions (M&A) are on the rise. But largely absent from this activity are Chinese businesses who, until recently, have invested heavily in our economy. Looking at the reasons behind this reduced investment, I think this trend could continue for some time to come. Continue…
by Andreas Lundberg Posted in Global markets, Market commentary.
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Fear And Greed: What the takeover frenzy means for investors
Roger Montgomery
July 19, 2021
Roger Montgomery joined Sean Aylmer on the podcast series Fear And Greed to discuss the frenzy of dealmaking on the Australian share market. Since the start of the calendar year to 30 June 2021, $85 billion worth of takeover deals have been conducted. Why are we seeing such an increase in takeover activity and what does this mean for investors?
by Roger Montgomery Posted in Podcast Channel.
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