Investor Insights

April 11, 2022

Aura High Yield SME Fund: Letter to Investors 11 April 2022

By Brett Craig

The focal point for the last week for the investment team has been on interest rates and credit spreads. From a credit spread standpoint, we have seen a widening in the rated segment of the market in the last 2 months as banks reengage with funding markets.
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April 8, 2022

The Montgomery Fund Quarterly Video March 2022

The March 2022 quarter has been a challenging environment for The Montgomery Fund’s core philosophy of investing in quality businesses diversified across the growth spectrum. We observed significant divergence in relative share price performance across our holdings despite our investee companies delivering solid financial results in a difficult environment.
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April 8, 2022

Allkem Limited is having a day out

By David Buckland

Formed by the merger of Galaxy Resources and Orocobre in August 2021, Allkem Limited (ASX: AKE) has an audacious objective of producing at least 10 per cent of global lithium, whilst being a top three global lithium supplier. Its assets include: A 66.
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April 5, 2022

Hey Big Super – will there be more offers for Uniti Wireless?

By Gary Rollo

There is an auction process (of sorts) happening for Uniti Wireless (ASX:UWL), and it appears contested with two interested parties emerging to date.   Should there be more? The current contenders First up was Morrison & Co. initially pitching a $4. 50 proposal and UWL’s board awarded Morrison an exclusive due diligence period of four weeks for its efforts.
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April 4, 2022

How Polen Capital invest across the growth spectrum

By Polen Capital

  In this video extract from our recent webinar, Polen Capital’s Damon Ficklin shares how the Polen Capital team construct their portfolios using the strategy of investing across the growth spectrum. To achieve a mid-teens earnings per share growth target, they look at a range of different types of growth companies across this spectrum.
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March 30, 2022

Opposing forces currently affecting the share-market

By David Buckland

  In this week’s video insight David discusses how the current confusing market conditions have most investors sitting on their hands watching it play out, although domestic and international super-funds, infrastructure funds and private equity groups will be using this market confusion to make proposals and takeovers bids for more interesting relatively secure cashflow plays.
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March 28, 2022

The stocks set to fly as travel takes off again

By Dominic Rose

With COVID-19 travel restrictions beginning to ease, the Montgomery Small Companies Fund has been adding to its investments in ASX listed travel businesses.   In particular, we like the look of Alliance Aviation Services, Corporate Travel Management, Flight Centre and Webjet, which should all do well as travel rebounds.
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March 24, 2022

Two companies Polen Capital like

By David Buckland

We have just hosted the team from Polen Capital in Sydney and Rob Forker, Portfolio Manager of the Polen Capital Global Small and Mid Cap Fund, selected two companies to highlight. While it’s been a challenging start for the Fund from a unit price perspective, the portfolio companies are performing well at an operational level.
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March 22, 2022

Is this the end of Zero?

By Roger Montgomery

U. S. Federal Reserve Chairman Jerome Powell addressed the National Association of Business Economists last night, providing a clear picture of the Fed’s view of the economy, the impact of Russia’s invasion and the likely path forward for monetary policy. As it has important implications for investors it is essential listening or reading.
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March 22, 2022

The industries outperforming when inflation is high

By Roger Montgomery

  In this week’s video insight Roger identifies why it is important for investors to contemplate the implications for investment markets of the conflict with Russia and Ukraine resolving quickly or being long and protracted. According to research conducted by UBS, in past periods when inflation is high and growth slows to a moderate level the U. S.
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