Investor Insights

October 25, 2021

Better simpler strategy - how Etsy has survived and thrived

By David Buckland

In this blog, Professor Felix Oberholzer-Gee from the Harvard Business School, helps to explain how Etsy has survived and thrived from the potential Amazon onslaught. October 2015 was a dark period for Etsy, the prominent US online marketplace for handcrafted goods. Amazon had just launched “Handmade” which competed directly with Etsy’s business.
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October 22, 2021

Specialist platform flows surprising to the upside

By Dominic Rose

The ASX-listed specialist wealth management platforms are showing no signs of slowing momentum, with all three players delivering record net inflows over the September quarter (1Q22), coming in materially ahead of market expectations.
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October 18, 2021

Pentanet brings high end gaming performance to almost any device

By Gary Rollo

  Cloud gaming, sometimes called gaming on demand or gaming-as-a-service, is the future for gaming and computing and Pentanet (ASX:5GG) will soon be launching GeForce NOW – American multinational technology company NVIDIA’s premiere cloud-based game streaming service powered by Pentanet.
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October 14, 2021

Pentanet’s solution for fast internet

By Gary Rollo

Pentanet (ASX:5GG) is a Perth-based micro-cap in the telco and cloud gaming space. Pentanet is passionate about high-speed internet and delivers the largest fixed wireless network in Perth. The company uses owns their own network which allows larger margins and provides a higher quality of service to its users.

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October 13, 2021

The difference between funding for small and big banks

In a recent webinar to discuss the August reporting season, I was asked to provide thoughts on questions about the bank stocks. In my second post, I am covering: What is approximately the cost of funds gap between say the big banks and the small banks?
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October 12, 2021

Polen Capital Global Growth goes long ICON PLC

By David Buckland

When David Polen established Polen Capital in 1979, I’m sure he could not have dreamed of an organisation that in 2021 is staff owned, with US$73 billion of funds under management, which comprises three strategies being run by three dedicated teams from three locations – Large Company Growth out of Boca Raton Florida, Small Company Growth out of Boston and…
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October 11, 2021

Just how small is a global small or mid-cap stock?

By Dean Curnow

In the lead up to the launch of Polen Capital’s second strategy being offered to Australian and New Zealand investors, the Polen Capital Global Small and Mid Cap Fund, I wanted to explore what is a global small and mid cap stock (herein SMID) and how this compares to some of the larger companies listed locally here in Australia.
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October 8, 2021

Three themes driving the Montgomery Small Companies Fund's performance

By David Buckland

In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss the three themes which have helped deliver the Fund’s strong out-performance. Since its inception the Montgomery Small Companies Fund has turned $1 into $1.62 compared to its benchmark the S&P/ASX Small Ordinaries Accumulation Index which turned $1 into $1.26.

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October 5, 2021

Why our small caps team recently bought Accent Group

By Roger Montgomery

The addition of Accent Group to our Montgomery Small Companies Fund portfolio reflects the opportunity apparent from a domestic reopening right before Christmas. Our confidence surrounding a recovery has grown somewhat as we witness an impressive acceleration in both first dose and second dose vaccinations, particularly in the most populous states of New South Wales and Victoria.
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October 1, 2021

An update of markets and commodities to 30 September

By David Buckland

Given the sell-off in bond yields so far this year, rising inflationary expectations, and the collapse of the Evergrande Group in China, it is unsurprising many global share market indices took a breather and recorded a lacklustre September 2021 quarter in terms of performance. Of the major markets, the Hong Kong Hang Seng Index was down 14.
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