Montgomery Partners with Polen Capital

Monday, 1 March 2021: Montgomery Investment Management is pleased to announce it has partnered with Polen Capital to make two Polen Capital global growth strategies available to a broad range of Australian investors for the first time.

Established in 1979 and with offices in the US and UK, Polen Capital has a long track record of outperforming for clients. The firm’s established team manages close to US$70 billion in total assets and their longest-running flagship investment strategy has delivered on average double digit annual returns for more than 30 years.

“Montgomery Investment Management and Polen Capital share a commitment to investing in high-quality companies with strong growth prospects over the longer term,” said Montgomery’s Chief Investment Officer, Roger Montgomery.

“We entered into this partnership after extensive due diligence and have been particularly impressed by Polen Capital’s investment performance, employee-owned culture and commitment to making ESG analysis a fully integrated part of its investment process,” he added.

Under the partnership, Montgomery will make two Polen Capital global growth strategies available to Australian clients. The minimum investment is $25,000, opening the way for retail investors and financial advisers to access Polen Capital’s investment strategies.

The first strategy to open will be the Polen Capital Global Growth Fund, which will enable Montgomery clients to invest in a concentrated, low-turnover portfolio of 25-35 high-quality growth businesses from around the world. In the first six years, this strategy has delivered a compound annual return, in Australian dollars, of 16.42% after fees, against the benchmark MSCI ACWI Net Total Return Index, in Australian dollars, of 10.77%.[1] The Polen Capital Global Growth Fund is expected to be available from mid-March 2021.

And to follow mid-year will be the Polen Capital Global Emerging Markets Growth Fund, a new fund that invests in a concentrated portfolio of outstanding emerging markets businesses with competitive advantages and the potential for sustained superior growth.

Montgomery Investment Management will seed the funds, in line with the firm’s commitment to investing alongside clients.

“Polen Capital’s mission is to first preserve and then grow our clients’ assets to protect their present and enable their future,” said Paul Williams, Polen Capital’s Head of International Business Development. “By working with Montgomery and Polen Capital, investors should have a great deal of comfort that they are working with two companies with extensive experience in investing over multiple cycles and in putting their clients’ interests first.”

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. Its approach is to invest for the long haul and with a business owner’s mindset, giving the companies it invests in time to grow.

To learn more about Polen Capital, please click here.

[1] Performance for prior periods is based on the actual performance of the Polen Capital Global Growth strategy managed by Polen Capital since 31 December 2014, adjusted for fees and converted to AUD.

The issuer of units in the Polen Capital Global Growth Fund (ARSN: 647 518 723) and Polen Capital Global Emerging Markets Growth Fund (ARSN: 647 519 542) is the Fund’s responsible entity Fundhost Limited (ABN 69 092 517 087) (AFSL: 233045).

The Product Disclosure Statements (PDS) will contain all of the details of the offer. You will be able to download the relevant PDS from from mid-March 2021 for the Polen Capital Global Growth Fund and from mid-year for the Polen Capital Global Emerging Markets Growth Fund. Before making any decision to make or hold any investment in the Funds, you should consider the relevant PDS in full. An investment in the Funds must be through a valid application form attached to the relevant PDS or via the online application forms.


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