Polen’s Global Emerging Markets Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of outstanding emerging markets businesses with competitive advantages and the potential for sustained superior growth. Polen Capital (Polen) believe that consistent earnings growth is the primary driver of intrinsic value and long-term stock appreciation. Polen invests in companies they identify as having a durable earnings profile driven by a sustainable competitive advantage, superior financial strength, proven management teams and powerful products/services. By thinking and investing like a business owner and taking a long-term investment approach, Polen believe that clients will best benefit from steady compounding returns generated by the companies held in the portfolio.
The Polen Capital Global Emerging Markets Growth Fund will launch in 2022. We are experiencing delays in achieving foreign institutional clearance to invest in a small number of key jurisdictions.
| Number of holdings | 25-40 |
| Style | Growth |
| Benchmark | MSCI Emerging Markets Index |
Montgomery Investment Management has partnered with Polen Capital to manage the investment management function.
Founded in 1979, U.S. based Polen Capital is a high-conviction growth investment manager. The firm’s established team manages US$82 billion in total assets and their longest-running flagship investment strategy has delivered on average double digit annual returns for more than 30 years.
In this video Damian Bird highlights portfolio movements during the quarter. A new position was added, TSMC, Taiwan’s leading semiconductor foundry. For more than 20 years, it has delivered returns on its internally invested capital of approximately 20% well in excess of its cost of capital. Despite the heightened levels of volatility we are currently seeing in the markets, we continue to expect our companies to report robust earnings growth as they move through 2022.
Head of the Emerging Markets Growth team Damian Bird introduces Polen Capital and provides an overview of the four key pillars of the investment philosophy and approach to building a concentrated portfolio of outstanding emerging markets businesses. While many factors can impact share price moves in the short term, in the long run, we believe that it is the fundamental performance of businesses— particularly earnings growth and cash flows—that ultimately drive investment returns.
Polen Capital has been dedicated to serving investors by providing concentrated portfolios of the highest quality companies for more than three decades. Polen 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.
Polen has a culture of making a meaningful difference in the lives of investors entrusting the firm with their financial well-being.
Damian Bird is the Head of the Emerging Markets Growth team and lead portfolio manager of the Emerging Markets Growth strategy, based in London and is supported by two research analysts.
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