Join our webinar with the Polen Global Growth team live from Florida to introduce Polen and their special style of investing. register here
watch recent videoswatch more videos
April 6, 2021
In the past we have commented several times on the relative performance of value vs growth investing, including this article from the middle of last year, which highlighted the miserable experience of traditional “value” investors in recent years, and the potential for a more positive experience going forward. Continue…
by Tim Kelley Posted in Investing Education.
April 1, 2021
China is Australia’s largest trading partner, taking almost one-third of our exports. But, after repeated economic actions – such as the imposition of high tariffs and import restrictions on some of our goods – it’s clear we need to reduce our dependence on China. In the short to medium term, that could be painful for some sectors of our economy. Continue…
by Andreas Lundberg Posted in Editor's Pick, Global markets.
March 31, 2021
In this week’s video insight Stuart discusses a growing segment of the financial services market, mortgage broking. Mortgage brokers provide an important distribution channel for lenders across the spectrum, from the major banks, to the regionals, through to the non-banks and securitised lenders. Will we continue to see strong growth in this area?
by Stuart Jackson Posted in Video Insights.
March 30, 2021
If you’re wondering about the best way to profit from the electric vehicle revolution, you’re not alone. To date, Tesla shareholders have enjoyed the fruits of the company’s first mover advantage. But, now, other brands, like Volkswagen, are revving up their strategies, as the race for EV market domination hots up. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95buy now
SUBSCRIBERS 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.”
March 29, 2021
With the sell-off of US ten-year Government Bonds from a record low 0.51 per cent on 4 August 2020 to 1.75 per cent on 18 March 2021, the share prices of selected “long duration” companies have spent recent weeks marking time, at best. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
March 26, 2021
If you’re a shareholder in Telstra (ASX:TLS), some good news could be on the horizon courtesy of the company’s proposal to restructure its business. The restructure would split TLS into four distinct subsidiaries, and promises to boost the value of the company’s diverse infrastructure assets. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Technology & Telecommunications.
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.
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.