Investor Insights

January 23, 2023

December quarter update on the Polen Capital Global Small and Mid Cap Fund

By Polen Capital

The fourth quarter of 2022 echoed themes that endured throughout the year, and despite posting double-digit returns over the quarter, 2022 ended with the largest annual decline since 2008. While multiple compression was behind the broad decline over the year, the fourth quarter saw multiples expand for the first time since Q4 2021.
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January 20, 2023

December quarter update on the Polen Capital Global Growth Fund

By Polen Capital

While the market experienced some recovery during the fourth quarter, the speed of the market decline and the aggregate losses as of year-end made 2022 one of the most challenging years for the market in many years. Portfolio performance The fourth quarter was notable for being the only one to post positive returns in 2022.
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January 3, 2023

Hello 2023

By David Buckland

Many commentators point to the twelve months to December 2022 as being one of the toughest annual periods for the performance of the share market and the bond market for several decades. This was led by the severe sell-off in Government Bonds, aggressive tightening of most Central Banks’ official cash rate and the 33.
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December 20, 2022

Investor risk aversion sees IPOs plummet in 2022

By Roger Montgomery

Rising interest rates have dimmed the risk appetite of many investors. And it’s not just crypto, NFTs and speculative ‘growth’ stocks that have taken a hit. This calendar year also saw global IPO proceeds drop markedly. For example, in the U. S. , IPO proceeds fell 95 per cent from 2021.
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December 19, 2022

Why 2023 could be a good year for investors

By Roger Montgomery

Without a doubt, 2022 has been a tough year for equity investors. As I write, the S&P500 is down around 16. 5 per cent, and the ASX200 is down around 5. 5 per cent. But don’t despair – 2023 could see a return to sharemarket gains.
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December 16, 2022

Perreault Resigns from CSL, having already written some of the next chapter

By Roger Montgomery

When investors, like Montgomery, and our partners, Australian Eagle, talk about quality Australian companies – those with wide and deep economic moats or competitive advantages, relatively low debt, high returns on equity and growing profits – Australian biotech CSL Limited (ASX:CSL) invariably appears near the top of the list.
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December 9, 2022

Aura Private Credit: Letter to investors 09 December 2022

By Brett Craig

This week the RBA increased the Cash Rate by a further 25 basis points to 3. 1 per cent. Data from the Australian Bureau of Statistics showed quarter on quarter GDP growth of 0. 6 per cent and 5. 9 per cent year on year for the September quarter.
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December 9, 2022

Elders shows it is a business for all seasons

By Sean Sequeira

Elders (ASX:ELD) has been a leading Australian agribusiness since 1839. In that time, it’s gone through a number of ups and downs. But under CEO, Mark Allison, it looks to have found its groove – as reflected in the most recent results. Despite the CEO’s impending departure, we think the Elders’ business model will continue to reward investors.
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December 7, 2022

Is our current version of capitalism failing people and our planet?

By Roger Montgomery

  In this week’s video insight Roger discusses the REDcycle program that has been suspended after it was revealed soft plastic items collected at Woolworths and Coles had bee stockpiled for months in warehouses and not recycled. Many experts suggest recycling solutions are no solution at all. They suggest what is required is a ban on plastics.
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