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September quarter update on the Polen Capital Global Growth Fund
Polen Capital
October 25, 2022
During the September 2022 quarter, the world continued to experience persistent inflation. This included the zero tolerance COVID-19 policies in China resulting in the sudden and complete shutdowns of some large cities; the ongoing war in Ukraine; and substantial tightening measures by central banks worldwide. Continue…
by Polen Capital Posted in Polen Capital.
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Why I still prefer equities to bonds
Roger Montgomery
October 24, 2022
When markets are volatile – as they are right now – we start hearing more and more from commentators talking up the benefits of holding bonds in a portfolio. After all, bonds are regarded as safer and more stable than equities. But if you look at long-term returns, another picture emerges. Continue…
by Roger Montgomery Posted in Investing Education, Market commentary.
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Boss energy – a ticket to global electrification
Michael Gollagher
October 24, 2022
As many of us know the world has embarked upon a journey to diminish its use of fossil fuels for the production of electricity. Terminology like ‘reducing greenhouse emissions’ ‘targeting net zero’ and ‘decarbonisation’ have become mainstream both in our media and in our daily lives. Continue…
by Michael Gollagher Posted in Companies, Stocks We Like.
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Aura Private Credit: Letter to investors 21 October 2022
Brett Craig
October 21, 2022
This week’s insights are focused on the RBA’s minutes released earlier in the week. The RBA has identified additional considerations being made that will influence their future rate decisions, with a hint of a slow down in rate rises. Continue…
by Brett Craig Posted in Aura Group, Market commentary.
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September quarter update on the Polen Capital Global Small and Mid Cap
Polen Capital
October 21, 2022
Over the September 2022 quarter the Polen Capital Global Small and Mid Cap Fund delivered investors a return of negative 2.58 per cent, whilst the benchmark, the MSCI ACWI SMID Accumulation Index in AUD, rose by 0.49 per cent. Both were assisted by the sharp decline in the AUD/USD exchange rate, to the tune of around 6 per cent. Continue…
by Polen Capital Posted in Polen Capital.
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Why we own Pro Medicus
Roger Montgomery
October 21, 2022
Sean, Alan, Dan and the Australian Eagle team, now running The Montgomery Fund, and The Montgomery [Private] Fund alongside me as co-PM, have held quality healthcare companies for many years due to faster-than-GDP growth and their resilience through most economic environments. Today, I unveil the high-level thesis for the inclusion of Pro Medicus (ASX:PME), a company whose share price causes deep-value investors to spit their cornflakes back into the bowl. Continue…
by Roger Montgomery Posted in Companies, Health Care, Stocks We Like.
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What will roar when the USD eventually reverses?
Roger Montgomery
October 20, 2022
There is no question, as a consequence of the pandemic central banks employed radical unconventional monetary policy, alongside equally radical fiscal policy. In an ideal world, there would be no consequences, however every action must have a reaction. The reaction, with a substantial lag, of course, is inflation. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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What does the Australian Eagle team mean by quality?
Roger Montgomery
October 20, 2022
In this video Sean Sequeira joins me to discuss how we define quality for the companies held in The Montgomery Fund portfolio. Sean identifies the importance of quality when investing and how Australian Eagle Asset Management determine the quality of a business. Continue…
by Roger Montgomery Posted in Investing Education, Montgomery News and Updates, Video Insights.
