Investor Insights

May 12, 2021

Polen Capital – Beyond Returns

By Dean Curnow

Our recent launch of the Polen Capital Global Growth Fund marks the formal commencement of our partnership with Polen Capital. After due diligence of several established global managers with long term track records we are delighted to have found in Polen, a team with integrity, a desire to offer their expertise to Australians, and a deep attachment to a quality-based investment philosophy.

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May 11, 2021

Have we reached peak economy?

By Roger Montgomery

As world economies start to bounce back after their COVID-19 lockdowns, inflation is back on the agenda. Federal Reserve Chairman, Jerome Powell, thinks the current spike is transitory. Time will tell if he’s right. But whether it’s transitory or persistent, inflation will impact stock market returns.
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May 10, 2021

Where to next for Reliance Worldwide?

  In this week’s video insight Joseph comments on Reliance Worldwide’s recent trading update which revealed the company was a significant beneficiary of the recent freeze event in Texas. Looking forward, Joseph discusses the three key drivers to consider to forecast the company’s future earnings. The Montgomery Funds own shares in Reliance Worldwide.
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May 5, 2021

Universal Store continues to grow sales

Universal Store (ASX: UNI) is a youth-focused retailer of trend-led and casual fashion, shoes, accessories, lifestyle and ‘gifting’. It only listed last November, but has managed to surprise market estimates to the upside three times since then with impressive and accelerating rates of organic growth.
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May 4, 2021

For the Australian economy, it’s full steam ahead!

By Roger Montgomery

Compared to most other major economies, Australia is now in a sweet spot. After breezing through the COVID-19 pandemic, economic growth is above expectations, unemployment is low, and the outlook for business is incredibly positive.

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May 3, 2021

More strong Quarterly results, particularly from Facebook and Amazon

By David Buckland

Facebook’s March 2021 Quarter revenue increased 48 per cent to $26. 2 billion from $17. 7 billion with strong demand for advertising from the social network’s 2. 85 billion monthly active users, across its Facebook, Instagram and WhatsApp platforms, up 10 per cent. Net income in the March quarter jumped 94 per cent from $4. 9 billion to $9.
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April 28, 2021

Value and Growth: Two sides of the same coin

By Roger Montgomery

One of today’s big debates is whether share markets are falling out of love with so-called ‘growth’ stocks and falling back in love with ‘value’ stocks. It can be worth paying attention to broad shifts in sentiment, but I think there is little utility in trying to divide stocks into these two arbitrary categories.
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April 27, 2021

A review of the Polen Capital Global Growth Strategy for the March 2021 Quarter

By David Buckland

Since inception on 1 January 2015, the Polen Capital Global Growth portfolio has delivered an annualised return of 16. 2 per cent, in Australian Dollars, in the 6. 25 years to 31 March 2021. Relative to the MSCI All Country World Index, in Australian Dollars, this is 4. 9 per cent average annual out-performance, on an after expenses basis.
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April 23, 2021

What to expect from the upcoming bank results

The major banks will release their results over the next couple of weeks. Having generally lagged the market over the last few years, the bank stocks have been relative winners in the last six months as fears around bad debts eased.
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April 22, 2021

Why we think NSR is an exceptional REIT

By Gary Rollo

The real estate investment trust sector is not a traditional hunting ground for the Montgomery Small Companies Fund. REITs tend to be passive asset owners or rent collectors. So they’re not a natural fit for our philosophy of investing in talented management teams that can generate compounding wealth for our investors. But National Storage REIT (ASX:NSR) is an exception.
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April 20, 2021

Five key stocks in our Small Companies Fund

By Roger Montgomery

The Montgomery Small Companies Fund is diversified across the spectrum of growth. It includes Stable Compounders, Tactical Opportunities, and Structural Winners. In this blog, I set out our key holdings in each of these categories.

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April 19, 2021

Where next for Telstra?

In June 2018, Telstra (ASX:TLS) announced its Telstra2022 strategy, aimed at simplifying its operations and product set and reducing its cost base.
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