We are pleased to announce that Lonsec, in their second year of coverage, has upgraded the Polen Capital Global Growth Fund (Class B Units[1]) to ‘Recommended’. This is the second highest rating available for strategies they research. Continue…

by Dean Curnow Posted in Polen Capital.

• save this article
• POSTED IN Polen Capital.

CSL Ltd (ASX:CSL)  – which labels itself as a multinational specialty biotechnology company – has long been one of the stars of the Australian market. Since listing in 1994, CSL has not missed a beat, with its share price soaring a massive 25,000 per cent.  It’s a long-term holding in the Australian Eagle portfolio and, with great management and a solid growth outlook, we continue to like what we see.

Continue…

by Sean Sequeira Posted in Companies, Editor's Pick, Health Care, Insightful Insights.

• 4 Comments
• save this article
• 4
• POSTED IN Companies, Editor's Pick, Health Care, Insightful Insights.

This month Corporate Travel Management announced its largest ever contract win, worth around A$3 billion with the UK Home Office for Bridging accommodation and Travel Services. Under the contract, they will effectively be placing refugees and asylum seekers in accommodation. A record 45,000 migrants arrived in the UK on small boats in 2022, and PM Rishi Sunak has said finding a solution to this issue is a top priority.  Continue…

by David Buckland Posted in Airlines, Companies.

• save this article
• POSTED IN Airlines, Companies.

Recently, our small-cap team listened to Barrenjoey Capital’s chief economist, Jo Masters, discuss the prospects for the Australian economy. In brief, Masters forecasts the economy to slow rapidly and unemployment to rise to five per cent, with a recession the most probable outcome.  She also foresees persistent inflation, which will force the RBA to hold interest rates at the current level until May 2024.  If she’s right, investors are in for interesting times ahead. Continue…

by Roger Montgomery Posted in Economics, Market commentary.

• save this article
• POSTED IN Economics, Market commentary.

In my blog post last month, ‘Volatility is the window to opportunity’ I discussed how recent market volatility may represent an opportunity for investors to take advantage of investing in quality long-term assets and distressed assets at significant discounts. Interestingly, it did not take market participants too long to recognise these opportunities and to act on them. Continue…

by Michael Gollagher Posted in Companies, Insightful Insights, Market commentary, Takeovers.

• save this article
• POSTED IN Companies, Insightful Insights, Market commentary, Takeovers.

Australian Eagle Asset Management, one of Montgomery’s four business partners, launched the Australian Eagle Trust Long Short Fund on 1 July 2016. It is effectively a 150/50 Fund, “long” its best 25-35 stocks with an average weight of around 4.5 per cent, and “short” 12-25 stocks with an average weight of around 2.5 per cent. The Fund is appropriate for investors with a “Very High” risk and return profile. Continue…

by David Buckland Posted in Companies, Editor's Pick, Market Valuation, Montgomery News and Updates.

• save this article
• POSTED IN Companies, Editor's Pick, Market Valuation, Montgomery News and Updates.

In part one of this note to young investors, I set out the reasons why I think young investors should steer clear of index funds and instead invest in high-quality, growing companies. So, the question is: how to find and invest in these companies? Continue…

by Roger Montgomery Posted in Airlines, Companies, Editor's Pick, Insightful Insights, Investing Education.

• 2 Comments
• save this article
• 2
• POSTED IN Airlines, Companies, Editor's Pick, Insightful Insights, Investing Education.

If you’re a younger investor, you’ve likely heard about – and even possibly invested in – index funds, whose promoters argue it’s easier, cheaper, and wiser to stick to investing in broad benchmarks such as the S&P/ASX100 or 200. Continue…

by Roger Montgomery Posted in Investing Education.

• 5 Comments
• save this article
• 5
• POSTED IN Investing Education.