Polen Capital Global Emerging Markets Growth Fund

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EXPECTED TO OPEN
IN 2022


Access to a concentrated portfolio of outstanding
emerging markets businesses with competitive
advantages and the potential for sustained
superior growth.

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ABOUT POLEN REGISTER INTEREST

Overview

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.

Fund Profile

Number of holdings 25-40
Style Growth
Benchmark MSCI Emerging Markets Index

Investment Manager

Montgomery Investment Management has partnered with Polen Capital to manage the investment management function.

Sub Investment Manager: Polen Capital UK LLP

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.

About the fund See all videos

 

Polen 1Q22 Global Emerging Markets Commentary

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.

Investment Team

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.

Meet our people

Damian Bird

Head of Team, Portfolio Manager & Analyst
Read Bio +

Damian Bird

Head of Team, Portfolio Manager & Analyst

 B.A. in History & Economics, CFA® charterholder

Damian Bird is the Head of the Emerging Markets Growth Team and the lead portfolio manager of the Global Emerging Markets Growth strategy.  

Damian joined Polen Capital Management in 2019 and prior to joining Polen Capital, Damian was an Emerging Market Portfolio Manager at LGM Investments. 

Damian began his career at Arisaig Partners as an Investment Analyst, primarily focusing on consumer companies in the developing world.  

Damian received his B.A. in History & Economics from the University of Oxford and has lived and worked in Singapore, Dubai and South Africa. Damian is a CFA® charterholder.

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INSIGHTS Subscribe to insights

July 21, 2022

Investing in the age of transformation

By Polen Capital

Over the past two years, the evolution of the pandemic has been the leading force dictating the path of the global recovery. Despite the many challenges still present, Polen Capital believe that several secular trends that were already in motion before COVID-19 will continue to shape the world around us and play an important role in defining tomorrow’s leading businesses. In this whitepaper, Polen Capital look at what they view as some of the most important secular growth themes that may reshape the world over the next decade.

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June 15, 2022

A Tale of two market machines

By Polen Capital

While several factors can affect stock prices, Polen Capital believe long-term returns are ultimately driven by sustainable earnings growth. A Metaphor for Investors and Speculators In a 1987 letter to Berkshire Hathaway shareholders, Warren Buffett stated that “in the short run, the market is a voting machine but in the long run, it is a weighing machine.
Read Article
May 11, 2022

Polen Capital Emerging Markets Q12022 Market Commentary

By Polen Capital

  In this video Damian Bird highlights portfolio movements during the March quarter. A new position was added, TSMC, Taiwan’s leading semiconductor foundry. For more than 20 years, the company has delivered returns on its internally invested capital of approximately 20 per cent well in excess of its cost of capital.
Read Article
May 2, 2022

Polen Capital’s new form of ‘value investing’

By Polen Capital

Polen Capital has an enviable track record of delivering overall out-performance and averaging double-digit annual returns for more than 33 years. Headquartered in Boca Raton in Florida, USA, the firm manages $80 billion in assets. The Inside Investor recently met with Simon Gregory and Paul Williams from the Polen Capital investment team to discuss the “Polen style” of investing.
Read Article

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