YOUR GATEWAY TO THE WORLD’S BEST COMPANIES

 

ESTABLISHED IN 1979, THE POLEN CAPITAL CULTURE
IS DRIVEN BY THE CORE PURPOSE OF PROTECTING
AND GROWING CLIENTS’ INVESTMENT OVER THE LONG TERM.
THROUGH A PARTNERSHIP WITH MONTGOMERY, INVESTORS
CAN ACCESS A HIGH-QUALITY PORTFOLIO OF OUTSTANDING
GLOBAL BUSINESSES WITH STRONG GROWTH PROSPECTS.

MORE ABOUT POLEN

INTRODUCING THE POLEN CAPITAL TEAM


DAMON FICKLIN AND JEFF MUELLER FROM THE POLEN CAPITAL
GLOBAL GROWTH TEAM JOINED US LIVE FROM FLORIDA TO
INTRODUCE POLEN AND THEIR INVESTING PRINCIPLES BASED
ON A 30+ YEAR TRACK RECORD OF SUCCESSFULLY INVESTING
IN HIGH QUALITY GROWTH COMPANIES. 

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Investor Insights & Media

April 20, 2021

Five key stocks in our Small Companies Fund

By Roger Montgomery

The Montgomery Small Companies Fund is diversified across the spectrum of growth. It includes Stable Compounders, Tactical Opportunities, and Structural Winners. In this blog, I set out our key holdings in each of these categories. But first, let me explain the categories.   Exclusive Content This is exclusive content to subscribers on rogermontgomery. com.
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March 26, 2021

What Telstra’s proposed restructure means for shareholders

By Roger Montgomery

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, and promises to boost the value of the company’s diverse infrastructure assets.
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March 15, 2021

Where to invest in 2021

By Roger Montgomery

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.
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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.

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