Investor Insights

May 27, 2022

How Resmed is tackling supply chain issues

The share price of medical device company, ResMed (ASX:RMD), has struggled this calendar year due to supply chain issues and tumbling equity markets. While it can’t do anything about the markets, at the recent Macquarie conference its CFO, Brett Sandercock, explained how the company is making its supply chain more robust in order to capture longer-term market share.
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May 23, 2022

Montgomery Small Companies Fund – Portfolio Analytics

By David Buckland

My colleagues and I have just received an excellent presentation from the Portfolio Managers of the Montgomery Small Companies Fund, Gary Rollo and Dominic Rose.   To remind readers, the fund was launched on 20 September 2019 and in the twenty-five months to 31 October 2021 the Fund had turned $1. 00 into $1.
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May 19, 2022

The retailers that should weather the coming economic storm

Conditions are about to get tougher for retailers as they face a perfect storm of falling incomes, galloping inflation, and rising interest rates.   These impacts will crimp the discretionary spending power of many people. The one exception could be the under 25-year-old Gen Z demographic, who have fewer non-discretionary costs than other age groups.
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May 17, 2022

Polen Capital Global Growth portfolio updates

By David Buckland

In their laser like focus on competitively advantaged global companies, the team running the Polen Capital Global Growth Fund, led by Damon Ficklin and Jeff Mueller, have used the recent market weakness to increase the portfolio weighting for Amazon, Automatic Data Processing and Siemens Healthineers at attractive prices. Amazon. com, Inc.
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May 11, 2022

Polen Capital Emerging Markets Q12022 Market Commentary

By Polen Capital

  In this video Damian Bird highlights portfolio movements during the March quarter. A new position was added, TSMC, Taiwan’s leading semiconductor foundry. For more than 20 years, the company has delivered returns on its internally invested capital of approximately 20 per cent well in excess of its cost of capital.
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May 9, 2022

Aura High Yield SME Fund: Letter to Investors 06 May 2022

By Brett Craig

This week we saw the RBA introduce the first rate rise since November 2010, bringing the cash rate to 0. 35% in response to the current inflation-driven economic environment.   RBA Monetary Policy Decision1 The RBA board increased the cash rate target by 25 basis points to 35 basis points this week.
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May 6, 2022

Rates go up; house go down

By Roger Montgomery

As we predicted last November, Australian house prices have now topped out and begun their march lower. A quick visit to any of Australia’s holiday hotspots will reveal a testament to the sudden end of the most recent boom – a plethora of properties advertised for sale at the vaguest possible price known; ‘Contact Agent’.
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May 5, 2022

Polen Capital Global Growth Q12022 Commentary

By Polen Capital

  Many companies, during the first quarter, reported a slight deceleration in growth as a result of the pull forward dynamics from COVID. And many of these companies suffered significant selloffs as a result of this deceleration. As long-term investors, Polen Capital exploited these price movements by adding to our positions.
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May 5, 2022

Taking advantage of the bears

By Roger Montgomery

With market indices sliding, the bears are emerging from their hibernation to shout ‘I told you so’. Markets, especially equity markets, inevitably journey through periods of negative returns, so eventually, the bears must be correct.
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