Montgomery Investment Management partners with US-based fund manager Polen Capital to offer two global growth-oriented funds

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Polen Capital

Polen Capital is a global investment management firm providing growth and income investment strategies to a wide range of institutional and individual clients around the world. 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.

As of 30 June 2022, the firm’s established team manages US$61 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 seeks to invest in companies worldwide that show consistent durable earnings growth, driven by a sustainable competitive advantage, 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.

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

In early 2023 we will expand our offering to include the Polen Capital Global Emerging Markets Growth Fund.

Learn more about the members of the Polen Capital team below.
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