Portfolio Managers Gary Rollo and Dominic Rose provided an introduction to their investment philosophy and process which ultimately seeks to invest across the growth spectrum in three core areas: Stable Compounders, Tactical Opportunities and Structural Winners.   Through active management during a volatile 2020, the Fund has delivered strong outperformance of 18.

If you’re a shareholder in Telstra (ASX:TLS), some good news could be on the horizon courtesy of the company’s proposal to restructure its business. The restructure would split TLS into four distinct subsidiaries.

Over the past month, the Dow Jones Industrial Index has outperformed the tech-heavy Nasdaq Composite Index and a new narrative has emerged that the market is favouring ‘value’ and ‘re-opening’ stocks (contained in the Dow) over ‘growth’ and ‘COVID winner’ stocks (listed on the Nasdaq).

  Against a challenging backdrop mining technology business IMDEX (ASX:IMD) delivered a strong 1H21 result. IMDEX materially beat market expectations with stronger revenues as exploration regions opened and cost discipline drove solid margin growth.

Australia is in the grip of its biggest property price boom in more than a decade. The boom is motivated in no small part by a fear of missing out. But there are also other important factors at play, leading me to believe that this trend could continue for some time.

I remember it like yesterday – several years ago walking up the Champs-Elysees towards the Arc de Triomphe, with my wife Penny. On the corner of Avenue George V stood the iconic Louis Vuitton store and outside, in an orderly line, were several hundred Chinese nationals, waiting patiently to be allowed in by a couple of enormous well-dressed security guards.

The highly respected financial services company, Gavekal, recently published its analysis of S&P500 returns during periods of inflation and disinflation (falling inflation) and, by implication, deflation. Its findings are of profound significance for all investors.

One of the main characteristics which sets the Polen Capital Global Growth strategy apart is its very low portfolio turnover.

David Buckland has been writing about telecommunications services company Uniti Group (ASX: UWL) since March 2019 – just a month after the company listed on the ASX, when the share price was about 20 cents.   Today, Uniti shares are around $2. 20. That’s better than the proverbial 10-bagger in just two years.

Montgomery has partnered with Polen Capital to make two Polen Capital global growth strategies available.

One year ago, with the world entering a pandemic nightmare, who could have predicted the amazing first half reporting season just gone? Now, with bond rates climbing, the big question for investors is what lies ahead. We expected the results season just ended to be a positive affair.