Polen’s Global Emerging Markets Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of competitively advantaged emerging markets businesses. 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, 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.
Montgomery plans to bring the Polen Capital Global Emerging Markets Fund to the Australian market post the UK regulatory approval process, and this now looks likely for February 2023.
| 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$57 billion ast of 30 September 2022 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 has been dedicated to serving investors by providing concentrated portfolios of what they believe to be 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, some of the most sustainable 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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