MONTGOMERY PARTNERS WITH POLEN CAPITAL TO OFFER SMALL AND MID CAP GROWTH OPPORTUNITIES

OUR CLIENTS CAN SOON ACCESS A CONCENTRATED BEST IDEAS PORTFOLIO OF HIGH QUALITY SMALL AND MID CAP COMPANIES WITH THE POTENTIAL TO DELIVER SUPERIOR GROWTH THROUGH POLEN CAPITAL’S GLOBAL SMALL AND MID CAP FUND.

OPENING SOON

POLEN CAPITAL GLOBAL GROWTH STRATEGY IS NOW AVAILABLE VIA NETWEALTH

NETWEALTH’S SUPER AND INVESTMENT SERVICE ALLOWS INVESTORS TO TAKE CONTROL OF THEIR INVESTMENT PORTFOLIOS ALL VIA AN ONLINE PORTAL.

LEARN HOW TO INVEST VIA NETWEALTH

Get to know the team

Our Team

Our private office

Montgomery's Private Office focuses on the best vehicles and strategies for investments starting at $1M.

Enter
The Montgomery Private Fund
More Articles

Investor Insights & Media

September 24, 2021

Montgomery's Reporting Season Review

By Roger Montgomery

  Our domestic equities Portfolio Managers presented a live webinar for our clients this week discussing several themes that emerged during the recent reporting season. The Retail, Insurance and Bank sectors delivered a positive surprise, while Health, Staples and Utilities disappointed versus consensus.
Read Article
September 15, 2021

Montgomery launches Global Small and Mid Cap Fund with Polen Capital

By Roger Montgomery

One of the most exciting parts of the market is the small and mid-cap space, where you can find companies that have grown their average annual earnings per share by a sustained 20 per cent. In the cases where these companies can also internally fund their growth, strong long-term investment returns typically follow.
Read Article
August 26, 2021

Why I think Scentre Group shares are still good value

By Andreas Lundberg

In March 2020, during the COVID-19 sell-off, the share price of shopping mall company, Scentre Group (ASX:SCG), hit a low of $1. 51. It’s been a bumpy ride since then, with more lockdowns, but the share price has recovered nicely.
Read Article
August 23, 2021

Fear and Greed: Easiest way to make money on the ASX

By Roger Montgomery

Roger joined Sean Aylmer on the Fear and Greed Podcast to discuss the prospects for the discretionary retail sector. With international and domestic travel off the table for Australians, people are looking for other ways to spend their money. This has resulted in a boost for retailers like JB Hi-Fi, Harvey Norman, Temple & Webster and Kogan.
Read Article

New to Investing

Read our knowledge-based articles to learn the basics of investing.

Learn More

EXISTING MONTAKA GLOBAL INVESTORS

Commencing 1 March 2021, the team at Montaka Global are responsible for all client service and communications for their global funds.

READ MORE

Ask a Question

Join our live chat or contact us to speak with us directly.

Contact Us

Funds

View all funds

Australian Equities

Global Equities