Archive: January, 2022

January 28, 2022

The Polen Capital Focus Growth Fund celebrates its 33rd Anniversary

By David Buckland

When Montgomery Investment Management announced its partnership with Polen Capital nearly twelve months ago, we were delighted to see their flagship fund had such an extraordinary long-term track record. And that fund – the Polen Capital Focus Growth Fund – has just celebrated its 33rd Anniversary. The Polen Capital Focus Growth Fund (PCFGF) is a U. S.
January 19, 2022

The Montgomery Fund’s key drivers of performance in 2021

By Joseph Kim

  In this week’s video insight Joseph discusses the key drivers of The Montgomery Fund’s performance for calendar year 2021. Overall, 2021 was a successful year for The Montgomery Fund. The total return of 25. 1 per cent after fees represented an outperformance of 7.

Funds

View all funds