Polen Capital February 2022 Client Update
Polen Capital’s Paul Williams hosts this Polen Perspective conversation with Damon Ficklin and Rob Forker to discuss topical share market events and convey the team’s latest thinking recorded exclusively for Australian investors.
In this video, Lead Portfolio Manager for the Polen Capital Global Growth strategy Damon Ficklin comments on the monetary policy shift from zero to a very low interest rates around the world and how markets are reacting to this news. Rob Forker, Lead Portfolio Manager for the Polen Capital Global Small and Mid Company Growth strategy highlights how the portfolio is positioned with high quality businesses, soon to be in a post pandemic world, and the opportunity this presents.
With a successful 33 year track record, the team at Polen Capital want to reassure investors that they are executing the same process they been executing for over three decades and are comfortable their formulae wins over the long-term, despite lots of shorter term set-backs.
The video also mentions a recent article on research by Polen Capital, based on the Portfolio’s elevated expected earnings growth over the medium term, the funds could withstand a compression in the Portfolio’s P/E multiple of approximately one-third, and still deliver double-digit annualised returns, assuming investors take a five year view. You can access that commentary here: Returns heat map
Established in 1979, Polen Capital is a high conviction growth investment manager with offices in the US and UK. Polen has been dedicated to serving investors by providing concentrated portfolios of the highest-quality companies for more than three decades. The firm’s established team manages US$71 billion in total assets and their longest-running flagship investment strategy has delivered on average double digit annual returns for more than 30 years.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
