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Portfolio changes to the Polen Capital Global Growth Fund in the March quarter
Polen Capital
May 8, 2023
After a busier than usual fourth quarter, activity returned to a more normal level for the Polen Capital Global Growth Fund in the first quarter of 2023. This is partly because we are so confident in the current state of the Fund’s Portfolio. This quarter consisted of only adding and trimming current positions in the portfolio, which included adding to Amazon and Thermo Fisher Scientific and trimming weights in Mastercard, Visa, and Abbott Laboratories. Continue…
by Polen Capital Posted in Companies, Polen Capital, Stocks We Like.
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Aura Private Credit: Letter to investors 05 May 2023
Brett Craig
May 5, 2023
Tuesday 02 May saw the Reserve Bank of Australia (RBA) announce a 25-basis point increase to the Cash Rate, bringing the rate to 3.85 per cent. This caught the market and mortgage borrowers off guard, which had priced in no further increase. However, it remained consistent with commentary released by the RBA Governor, Phillip Lowe, in April. Continue…
by Brett Craig Posted in Aura Group.
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Ausbiz: Does the RBA need to shock the consumer?
Roger Montgomery
May 5, 2023
I joined Ausbiz to discuss whether or not we need to see a tougher stance from the Reserve Bank of Australia (RBA) in terms of interest rate rises. Is inflation going to get back down to the 2-3 per cent target band? Watch the interview: Does the RBA need to shock the consumer?
by Roger Montgomery Posted in TV Appearances.
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March quarter update on the Polen Capital Global Small and Mid Cap Fund
Polen Capital
May 5, 2023
On the back of an unprecedented, macro-driven environment in 2022, the first quarter of 2023 has proven no less volatile. While plenty of uncertainty remains, particularly surrounding economic growth, the trajectory of interest rates, and the subsequent impact on financial markets, global equity markets started the year in positive territory. Continue…
by Polen Capital Posted in Polen Capital.
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March quarter update on the Polen Capital Global Growth Fund
Polen Capital
May 4, 2023
2023 began with a strong start as the U.S market tended to reward quality fundamentals in January. Concerns around inflation and central bank policy re-emerged in February when the U.S. Federal Reserve Chairman Powell remarked that rates may be kept at “a restrictive level for a period of time.” Despite the acute banking crisis impacting countries around the world, which we touch on below, quality fundamentals appeared to be, once again, rewarded in March. Continue…
by Polen Capital Posted in Polen Capital.
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Three transport stocks we like
Roger Montgomery
May 3, 2023
In this week’s video insight Roger discusses why calendar year 2023 could be a good year for investors. Disinflation has always been positive for stocks, particularly innovative growth stocks. And guess what? We’re in a disinflationary phase right now. Roger shares three transport companies that we currently have a positive view on including Transurban (ASX:TCL), Auckland International Airport (ASX:AIA) and Alliance Aviation Services (ASX:AQZ). Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Companies the Polen Capital Global Small and Mid Cap Fund bought and sold in the March quarter
Polen Capital
May 2, 2023
As expected, during periods of heightened volatility and a shifting economic environment, we are refining the Portfolio opportunistically. This includes initiating positions in companies that have been unfairly punished by investment markets, and taking profits by trimming companies that have held up well and those that we believe have lower return expectations going forward. Continue…
by Polen Capital Posted in Polen Capital, Stocks We Like.
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Fear and Greed: Why this investor says dividends are overrated
Roger Montgomery
May 1, 2023
I joined Sean Aylmer on The Fear and Greed Podcast to discuss dividends. A lot of investors love getting dividends. But are you looking at this the wrong way? Businesses that have attractive dividend yields may not have much money left to reinvest in the business.
by Roger Montgomery Posted in Editor's Pick, Podcast Channel.
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