Australian Equities

The Montgomery Fund

Aims to provide compounding growth and income over the long-term by investing in a concentrated portfolio of 20 to 40 high-quality Australian and NZ businesses, of any size, with durable competitive advantages.

Montgomery Small Companies Fund

Aims to deliver long-term growth by investing in 30 to 50 high-quality, small, emerging and developing Australian and NZ companies with strong and enduring growth potential.

The Montgomery [Private] Fund

Seeks to produce absolute returns, mindful of capital preservation, from a concentrated portfolio of high-quality Australian and NZ businesses exhibiting powerful competitive advantages. For investors with more than $1 million to invest.

Global Equities

Polen Capital Partnership

Founded in 1979, U.S. based Polen Capital is a high-conviction growth investment manager. 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.

Polen Capital Global Growth Fund

A concentrated portfolio of outstanding global businesses with durable competitive advantages and the potential for sustained superior growth.

Polen Capital Global Emerging Markets Growth Fund

A concentrated portfolio of outstanding emerging markets businesses displaying high returns on capital, deep competitive moats and the potential for sustained superior growth.
For existing Montaka Global Investors
Commencing 1 March 2021, the team at Montaka are responsible for all client service and communications.


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