Polen’s Rob Forker answers who are the most patient investors

Polen Capitol Headshots at Polen Capitol in {state/province} by Kayla Mendez Photography.

Polen’s Rob Forker answers who are the most patient investors

While individual small-cap stocks can be seen as higher risk, investing in the small-cap space – a breeding ground for breakthrough businesses – can be a thrilling pursuit that offers meaningful upside potential. The flip side is that many of these businesses can burn bright and fade fast, carrying more risk.

As long-term investors, the Polen Capital Small Company Growth Team seeks to find tomorrow’s leaders today by selectively and exclusively investing in 25-35 earlier lifecycle companies that can compound their growth year after year. As a benchmark agnostic manager, Polen Capital only look for the best companies globally.

Stocks go up and down, so how does Polen Capital maintain composure when investing in small-cap growth stocks?

The Portfolio Manager of the Polen Capital Global Small and Mid Cap Fund Rob Forker joined the popular U.S Animal Spirits podcast to discuss the team’s approach to finding international small company growth opportunities.

To learn about Polen Capital’s definition of quality, margin of safety and the tried and tested guardrails to selecting stocks, listen to the Talk Your Book episode here:

Polen Capital Global Small and Mid Cap Fund

Readers should be aware there are 7,800 stocks across 50 markets in the benchmark for the Polen Capital Global Small and Mid Cap Fund, the MSCI All Country World Index SMID Cap (in A$).

To learn more about the fund, please visit our fund web page:

POLEN CAPITAL GLOBAL SMALL AND MID CAP FUND

INVEST WITH MONTGOMERY

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.

Why every investor should read Roger’s book VALUE.ABLE

NOW FOR JUST $49.95

find out more

SUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP


Post your comments