COMING SOON

Expected mid-2021


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

superior growth.

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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.

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 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.

About the fund See all videos

 

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.

 

4Q2020 – Global Emerging Markets Growth Commentary - Damian Bird provides an overview of 2020, the first full year for our Polen Global Emerging Markets Growth strategy. The pandemic struck emerging markets just as hard as the developed world.

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
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INSIGHTS Subscribe to insights

April 9, 2021

Inditex, and the return to work boost

By David Buckland

Inditex, short for Industrial de Diseno Textil, is a Spanish multinational clothing company with 6,800 stores in 96 markets worldwide. Brands include Zara, Bershka, Massimo Dutti, Pull&Bear, Stradivarius, Oysho, Zara Home and Uterque. Like most clothing retailers, revenue in the year to February 2021 was hard hit by COVID-19 at E20. 4 billion (US$24. 1 billion).
March 16, 2021

LVMH and the rise of China

By David Buckland

I remember it like yesterday – several years ago walking up the Champs-Elysees towards the Arc de Triomphe, with my wife Penny.

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