Blog Archives

  • The Polen style of growth investing

    Polen Capital
    March 25, 2022

    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. Continue…

    by Polen Capital Posted in Polen Capital, Video Insights.

  • The industries outperforming when inflation is high

    Roger Montgomery
    March 22, 2022

    In this week’s video insight Roger identifies why it is important for investors to contemplate the implications for investment markets of the conflict with Russia and Ukraine resolving quickly or being long and protracted. According to research conducted by UBS, in past periods when inflation is high and growth slows to a moderate level the U.S. industries that historically outperformed the market were Food Staples & Retailing, Hygiene, Healthcare and Personal Products, Pharma and Biotech, Food and Beverages, Banks, Real Estate & Energy. Continue…

    by Roger Montgomery Posted in Editor's Pick, Market commentary, Video Insights.

  • The Montgomery Fund’s positioning through reporting season and Russia and Ukraine’s conflict

    Joseph Kim
    March 17, 2022

    In part two of this video series with Montgomery’s Head of Distribution Scott Phillips and Portfolio Manager of The Montgomery Fund Joseph Kim we take a closer look into the February reporting season, and discuss the conflict with Russia and Ukraine. Joseph also shares insight into holdings in The Montgomery Fund, including the Commonwealth Bank of Australia, National Australia Bank and Reliance Worldwide. Continue…

    by Joseph Kim Posted in Montgomery News and Updates, Stocks We Like, Video Insights.

  • The Montgomery Fund’s performance and positioning

    Joseph Kim
    March 16, 2022

    In this video Head of Distribution Scott Phillips talks to portfolio manager of The Montgomery Fund Joseph Kim to discuss the relative performance of The Montgomery Fund in early 2022. They discuss which companies will do well in the current macro environment and share Montgomery’s view on commodity prices. Continue…

    by Joseph Kim Posted in Montgomery News and Updates, Video Insights.

  • Why we are attracted to Resmed

    Andreas Lundberg
    March 15, 2022

    In this week’s video insight Andreas discusses a holding in The Montgomery Fund, ResMed (ASX:RMD) the maker of Continuous Positive Airways Pressure machines that help people with obstructive sleep apnea. ResMed is exposed to a growing and underdiagnosed market and will likely continue to take market share from its main competitor, learn more on the reasons we like the company in the video. Continue…

    by Andreas Lundberg Posted in Stocks We Like, Video Insights.

  • If energy prices stay high will that put the world into a recession?

    David Buckland
    March 9, 2022

    In this week’s video insight David discusses the highest commodity prices we have seen in more than seven years and how much of an impact this will have on inflation in the near-term. With Russia supplying large amounts of oil, gas and coal to Europe and the rest of the world, several countries are in a vulnerable position. Can these commodities be replaced? 
    Continue…

    by David Buckland Posted in Editor's Pick, Video Insights.
  • Roger Montgomery

    What to expect from markets during the Russia and Ukraine war

    Roger Montgomery
    March 2, 2022

    In this week’s video insight Roger discusses the terrible events unfolding in Ukraine, resulting from Russian military action, which are above all else a human tragedy. There isn’t always a straight-line relationship between geopolitical shocks and financial market responses. Continue…

    by Roger Montgomery Posted in Editor's Pick, Video Insights.
    Roger Montgomery

  • Inflation, interest rates and equities: the big question

    Roger Montgomery
    February 16, 2022

    In this video Roger addresses the question on all investors’ minds around the interaction of inflation, short term interest rates and equities. If consensus expectations of inflation and interest rates are wrong this presents a great opportunity to purchase stocks whose PEs have contracted. Continue…

    by Roger Montgomery Posted in Editor's Pick, Video Insights.

  • Polen Capital February 2022 Client Update

    Polen Capital
    February 8, 2022

    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. Continue…

    by Polen Capital Posted in Polen Capital.

  • 4Q2021 Polen Capital global growth commentary

    Polen Capital
    January 31, 2022

    In this video Portfolio Manager Jeff Mueller discusses the key themes impacting investment markets through the December 2021 quarter.  New virus variants, additional lockdowns in some parts of the world, disruptive supply chain issues, a sharp increase in inflation, a shift in monetary policy, expectation for rising interest rates, and regulatory changes in China were some of the most significant headwinds to emerge. Continue…

    by Polen Capital Posted in Editor's Pick, Polen Capital, Video Insights.