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.
| 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 close to US$70 billion in total assets and their longest-running flagship investment strategy has delivered on average double digit annual returns for more than 30 years.
2Q2021 – Global Emerging Markets Growth Commentary. Dafydd Lewis provides an overview of the second quarter of 2021. Dafydd discusses the changes made in the portfolio, from a sector perspective, communication services and health care were the primary headwinds to relative performance, while the consumer discretionary and staples sectors contributed to returns.
Head of the Emerging Markets Growth team and lead portfolio manager of the Emerging Markets Growth strategy, Damian Bird introduces Polen Capital and provides an overview of the investment philosophy and approach to building a concentrated portfolio of outstanding emerging markets businesses.
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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