"Our mission is to preserve and grow client assets
to protect their present and enable their future."


Polen Capital

Established in 1979, Polen Capital is a high conviction growth investment manager with offices in the US and UK. The firm is majority owned by its team of experienced investment industry professionals who share an unwavering commitment to their clients, investors, community and each other.

Polen has been dedicated to serving investors by providing concentrated portfolios of the highest-quality companies for more than three decades. It is passionate about its mission to protect and grow its clients’ capital while identifying unique opportunities to access, and invest in, the most sustainable and exceptional businesses worldwide.

The firm’s established team manages close to US$60 billion in total assets and their longest-running flagship investment strategy has delivered on average double digit annual returns for more than 30 years.

Hear Paul Williams from Polen Capital explain the fund’s philosophy, values and partnership with Montgomery Investment Management.



Investment approach

Polen Capital invests in companies worldwide that show consistent earnings growth, driven by a sustainable competitive advantage, superior financial strength, proven management teams and powerful products or services. The firm invests for the long haul and with a business owner’s mindset, giving the companies it invests in time to grow. This singular focus and consistent investment process transcends market capitalisations and borders.

Polen focuses on doing the right thing for clients, employees, investors, the community and the environment – and encourages investee companies to do the same. As part of an extensive research, risk assessment and due diligence process, Polen reviews companies’ viewpoints and best practices for sustainability. This complements its long-term approach.

The firm’s flagship Polen Focus Growth strategy has a record of delivering strong relative performance for over three decades. Since its inception in 1989, the flagship fund has delivered annual returns of 15.64% against the broader market S&P 500 of 10.84%.[1]

In Australia, Montgomery will offer two global growth strategies from Polen Capital:

Learn more about the members of the Polen Capital team below.
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[1] As of 31-12-2020. Source: eVestment Alliance Large Cap Growth Universe. Results were calculated for the trailing periods ending 31-12-2020. The performance data quoted represents past performance and does not guarantee future results.

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