Polen Capital
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Polen Capital has been nominated as a finalist in the 2024 Money Management‘Emerging Manager of the Year’ Award
Dean Curnow
May 3, 2024
Whilst Polen Capital, our investment partner in global equities, has been operating since 1979, manages 15 underlying investment strategies, has U.S.$65 billion in funds under management, and over 250 staff world-wide, it is fair to say it is not yet a household name in Australia. continue…
by Dean Curnow Posted in Polen Capital.
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Three stocks the Polen Capital Global Growth Fund recently added to its portfolio
Polen Capital
April 24, 2024
In the March 2024 quarter, we strategically added new positions to our portfolio, including Sage Group, Airbnb, and Paycom. We believe the Polen Capital Global Growth Fund’s valuation is currently fair for what we consider to be a collection of some of the best companies in the world. continue…
by Polen Capital Posted in Companies, Polen Capital.
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2024 March quarter update on the Polen Capital Global Growth Fund
Polen Capital
April 19, 2024
During the March 2024 quarter, the Polen Capital Global Growth Fund (the Fund) increased by 12.49 per cent in Australian dollars, while its benchmark, the MSCI ACWI Net Total Return Index, in Australian Dollars, returned 13.10 per cent. In many ways, the first quarter marked a continuation of the market dynamics already in place at the end of last year. continue…
by Polen Capital Posted in Polen Capital.
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Private credit gaining momentum
Roger Montgomery
March 13, 2024
Predicting private credit will become a much more important part of investors’ portfolios and an asset class in its own right has been easy. Who wouldn’t want higher yields with low volatility? And as the oldest boomers’ approach 80 years of age, many are turning their backs on the stock market’s volatility, preferring regular income and total returns that, in some cases, have beaten the stock market. continue…
by Roger Montgomery Posted in Global markets, Polen Capital.
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Putting today’s market in context
Polen Capital
December 20, 2023
For investors, the last four years have seen some remarkable events, which have had a profound impact on equity markets globally. Volatility has been elevated on both the ups and downs. The global pandemic that began in early 2020 induced a sharp correction as the initial curtailment of day-to-day activity became apparent. This reversed quite rapidly with many listed companies posting outsized gains as they benefitted from changing behaviours. continue…
by Polen Capital Posted in Global markets, Polen Capital.
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Three learnings from Polen Capital’s recent Australia tour
Dean Curnow
October 19, 2023
You always learn a lot hearing from seasoned investors. The beauty of the Montgomery business as it has grown is that these nuggets of wisdom through our partner managers are now spread across not only several asset classes but also across a number of geographies. continue…
by Dean Curnow Posted in Polen Capital.
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How the Polen Capital Global Small and Mid Cap Fund finds under-explored high quality companies
David Buckland
October 3, 2023
In this video insight, I am joined by Rob Forker, the portfolio manager of the Polen Capital Global Small and Mid Cap Fund. We discuss Polen Capital’s strategy of selecting elite companies from a pool of 8000 global stocks based on their five guide rails. Rob also highlights Polen’s approach to investing across the growth spectrum, balancing slower-growing, stable companies like Cochlear with high-growth firms like Globant. Despite the challenging market conditions, Rob remains confident in their strategy, believing that earnings growth will ultimately drive long-term stock price appreciation. continue…
by David Buckland Posted in Editor's Pick, Polen Capital, Stocks We Like, Video Insights.
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The investment thesis behind Workday – a holding in the Polen Capital Global Growth Fund
David Buckland
September 26, 2023
In this week’s video insight I joined Damon Ficklin, Head of Team and Portfolio Manager from Polen Capital to shed some insight into the strategy behind the Polen Capital Global Growth Fund. Damon highlights how the Fund invests across the growth spectrum owning companies like Amazon or Workday, higher growth businesses although it is also happy to own companies on the other end of the spectrum like a L’Oreal or an Abbott Laboratories. Damon also shares how the investment thesis behind Workday and why it is currently a holding in the Fund. continue…
by David Buckland Posted in Editor's Pick, Polen Capital, Stocks We Like, Video Insights.
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Who will emerge as the winners and losers of AI?
Roger Montgomery
September 21, 2023
In the ever-evolving landscape of technology, the rise of artificial intelligence (AI) has become an undeniable force of change. Amidst the hype and speculation, one question stands out: who will emerge as winners and losers as AI adoption accelerates among consumers? While many uncertainties remain, it is increasingly clear that AI has the potential to revolutionise the way we interact with the digital world. continue…
by Roger Montgomery Posted in Market commentary, Polen Capital.
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WHITEPAPERS
Hidden in plain sight: our quest for quality around the world
Polen Capital
August 31, 2023
Recently, we highlighted the attractive opportunity we see in international equities.¹ On the back of more than a decade of underperformance relative to the U.S., we believe international now has some notable winds at its back, including cheap absolute and relative valuations and moderating dollar strength. continue…
by Polen Capital Posted in Companies, Polen Capital, Stocks We Like, Whitepapers.
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