• Roger chats with Gary Rollo to discuss why Megaport is a holding in the Montgomery Small Companies Fund. Watch here.

The Polen style of growth investing

 

The Polen style of growth investing

With more than 30 years of evidenced success through consistent application of the investment process, in this webcast Portfolio Managers Damon Ficklin and Rob Forker introduced the Polen style of growth investing and the long-term focus on company fundamentals.

The presentation also highlights stocks in focus, where Damon Ficklin shares a deep dive into two holdings in the Polen Capital Global Growth Fund being Adobe and Siemens Healthineers. Adobe, the creator of software for creative professionals generates high recurring revenue and Siemens Healthineers’ large research and development budget is a leading competitive advantage.

Rob Forker discusses Thule and Endava in the presentation and identifies why they are holdings in the Polen Capital Small and Mid Cap Fund. Thule, a Swedish consumer discretionary company trades at about 20 times earnings which is attractive to Polen capital. And Endava an IT consulting firm, has the ability to grow 20-25 per cent organic revenue growth for five years plus.

The recording of the presentation also covers the questions and answers asked in the live session.

Polen Capital’s objective is to invest clients’ capital in what they determine as competitively-advantaged businesses capable of thriving under different economic environments. Despite the uncertain path of inflation and interest rates and recent bout of volatility, Polen Capital’s investment approach is anchored on the robust long-term earnings growth of companies in the portfolio rather than focused on positioning the strategy for short-term market preferences.

There are two investment options available today:

Polen Capital Global Growth Fund

Polen Capital Small and Mid Cap Fund

The Polen Capital Small and Mid Cap Fund owns shares in Thule and Endava.  The Polen Capital Global Growth Fund owns shares in Adobe and Siemens Healthineers. This webcast was prepared 22 March 2022 with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade these companies you should seek financial advice.

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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.

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