In this video Dominic Rose discusses two high growth Australian retailers with significant global expansion strategies. These two companies make up around 5% of the Montgomery Small Companies Fund portfolio and Dominic discusses why their prospects are improving as the US and UK open back up post COVID-19. Learn which companies Dominic is talking about here. | Roger Montgomery | Facebook
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In this video Dominic Rose discusses two high growth Austra…
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In this video Polen Capital Portfolio Manager Jeff Mueller discusses the key themes impacting investment markets through the December 2021 quarter. Despite many challenges, the Global Growth portfolio delivered positive results for the fourth quarter and full year, broadly in line with the MSCI All-Country World Index. | Roger Montgomery | Facebook
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In this video Polen Capital Portfolio Manager Jeff Mueller discusses th…
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1.4K views · 16 reactions | In this short video, Andrew covers a range of “hot” global mega trends and asks if investing globally is simply a case of buying the right megatrend? He demonstrates a text book lesson in understanding a mega trend, understanding market expectations and shows you the outcome. Wow! Good learnings here readers: | Roger Montgomery | Facebook
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1.4K views · 16 reactions | In this short video, Andrew covers a rang…
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In this week’s video insight David brings some interesting thoughts to the table when comparing the largest companies – Australia’s top five to the global top five businesses. Interestingly, there are only three non-American businesses in the global top ten. Do you have enough global equities exposure in your portfolio? | Roger Montgomery
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In this week’s video insight David brings some interesting thoughts …
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9 comments | At the HOPE Global Forums, NFL Commissioner Roger...
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Join David Buckland and Rob Forker, portfolio manager at Polen Capital, in this week’s video insight for an insightful discussion as we delve into their strategy for selecting elite companies from 8000 global stocks. Discover their approach to balancing stability and high growth! | Roger Montgomery | Facebook
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2.3K views · 19 reactions | In this video Andrew provides an update on how the global funds are currently positioned throughout the COVID-19 pandemic. The global team believe COVID-19 cases in the US are likely significantly higher than the reported numbers and when the facts change, we will adapt our thinking and modify our actions. In our Montgomery Global long-only funds, we have increased our cash weighting to its maximum of 30% in preparedness. | Roger Montgomery | Facebook
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