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 is investigating the most effective method of offering the Polen Capital Global Emerging Markets Growth Strategy to Australian investors, and we hope to have more news on this later in 2023.
|Number of holdings||25-40|
|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$55 billion as of December 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.
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.
BSc in Economics (Hons), CFA® charterholder
Dafydd joined Polen Capital in 2021. Dafydd is co-portfolio manager of the firm's Global Emerging Markets Growth strategy.
Prior to joining Polen Capital, Dafydd was an Emerging Market Portfolio Manager at LGM Investments, overseeing the firm’s Frontier Markets strategy and being a member of the Investment Leadership team. Dafydd began his career at HSBC in 2003 and has been involved in Emerging Markets investing since 2005.
He earned a BSc in Economics (Hons) from the University of Bath. Dafydd is a CFA® charterholder.
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.