July 12, 2021

Facebook's growing market opportunity

By Roger Montgomery

In March we introduced the Polen Capital Global Growth Fund to Australian investors. The Boca Raton-based manager Polen Capital was established in 1979 and over the past 32 years the flagship US Portfolio has been able to compound earnings growth above 15 per cent annually versus approximately six per cent annually for the S&P 500.
July 6, 2021

The stocks to buy for when travel opens up again

By Roger Montgomery

For many of us, the current COVID-19-induced travel clampdown is obviously a downer. But for investors, the associated pullback in the price of travel stocks – like Corporate Travel and Webjet – could be a golden opportunity. Because, looking ahead, these businesses should thrive once travel opens up again.
July 5, 2021

Align Technology’s long runway for growth

By Roger Montgomery

For this series of articles, I asked the team at Polen Capital to describe each of the companies currently in the portfolio. Today, we look at dental device company Align Technology. Based in San Jose, California Align Technology is a global medical device company that pioneered the development of invisible orthodontics with its Invisalign system.
June 30, 2021

Some encouraging updates from Avita Medical

If you are a longer-term shareholder of Avita Medical (ASX:AVH), it is likely you would have experienced a rather disappointing journey over the past 12 months. COVID-19 and lockdowns in the US have stymied the RECELL roll-out just as it was gaining steam, as well as preventing recruitment for its various label extension plays in vitiligo, paediatric scalds and wound care.

June 29, 2021

oOh!Media screens as a cheap recovery story

By Dominic Rose

Economic reopening and cyclical reflation trades have rewarded investors handsomely over the past six months or so, particularly those offering immediate leverage to the stronger than expected demand recovery scenario currently playing out.
June 25, 2021

National Storage REIT: Resilience and Growth

By Gary Rollo

  Despite a challenging backdrop through COVID, National Storage REIT (ASX:NSR) has continued its strong trajectory into 2H FY21, supported by market conditions and ongoing portfolio optimisation. The self-storage sector has demonstrated its resilience through COVID and is benefitting from changes to how people live and work.
June 16, 2021

What to learn from the last year’s IPO winners and losers

By Gary Rollo

IPOs can give you wonderful returns if you get them right, but burn your money if you don’t. And that’s clearly shown in the trajectories of the companies that have listed since the COVID-induced market lows in March 2020. Because, while there were some big winners – like Cettire (ASX:CTT), Aussie Broadband (ASX:ABB) and Universal Stores (ASX:UNI), there were also some clear losers.

June 15, 2021

Autodesk’s shift to software-as-a-service

By Roger Montgomery

In March Montgomery Investment Management introduced the Polen Capital Global Growth Fund to Australian investors. In this series of articles the team at Polen Capital describe companies currently in the portfolio.
June 8, 2021

Why property prices should continue to climb

By Roger Montgomery

CoreLogic has just reported that national dwelling prices rose by 2. 3 per cent in May. That’s an annualised rate of more than 28 per cent. And with lenders continuing to provide cheap and easy access to credit, and investors showing lots of interest, I don’t see the property market cooling off any time soon.
June 7, 2021

Is Capricorn Metals due a re-rate?

Capricorn Metals is a junior gold company that is entering an exciting time in its development phase. With the company very close to first gold pour and commissioning underway at its 100 per cent owned Karlawinda project in WA, we believe there is significant re-rating potential if the company successfully executes on targeted project metrics over the next 6-12 months.

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