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
For global equity funds managed by Montaka Global, please click here.

Funds

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