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Polen Capital – Large Company Growth: People
Polen Capital
December 2, 2025
Hear from the team Polen Capital as they discuss how having a diverse team with different backgrounds, work experience, and viewpoints can enrich the decision making process. By operating on a growth mindset – by encouraging continuous improvement and collaboration with one another – Polen Capital is able to identify the best investment opportunities available. continue…
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Polen Capital – large company growth: philosophy
Polen Capital
November 11, 2025
Hear from the team at Polen Capital as they outline their philosophy: invest in a concentrated portfolio of high-quality, competitively advantaged companies whose earnings growth drives long-term returns. Polen Capital’s goal is to protect and grow client wealth by investing with discipline, transparency, and a long-term mindset to improve the likelihood of strong, consistent outcomes. continue…
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Polen Capital – large company growth: process
Polen Capital
October 14, 2025
Hear from the team at Polen Capital as they outline their disciplined investment process that allows them to filter thousands of companies down to a focused group. By concentrating on businesses with durable advantages and essential products, they aim to build portfolios aligned with their long-standing philosophy of quality and conviction. continue…
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ABC Nightlife – debt, hype and the case for diversification
Roger Montgomery
August 27, 2025
Last night I joined Phil Clark on ABC Nightlife to explore Kenneth Rogoff’s warnings on the looming U.S. debt pile and the end of the “free money” era, and why investors should stay cautious. With debt levels near WWII highs, foreign buyers showing less appetite for U.S. bonds, and Trump’s tax cuts paired with massive borrowing, the risks of a crisis are mounting. continue…
by Roger Montgomery Posted in Value.able.
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Global Equity Investing: Opportunities and Outlook for H2 2024
Polen Capital
July 22, 2024
In this recent webinar, our global equity partner Polen Capital portfolio managers Carolyn Chan, Damon Ficklin, and Greg McIntire discussed recent developments in global equities including across geographies and the market cap spectrum. They also shared their perspectives on what the second half of 2024 may have in store for global equity investors. continue…
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WHITEPAPER
WHY I'M DOUBLING DOWN ON THE CALL TO INVEST IN PRIVATE CREDIT AND DIGITAL INCOME
Discover how private credit and market-neutral digital income strategies may enhance portfolio diversification in an environment where the traditional 60/40 approach is proving less effective.
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Polen Capital has been nominated as a finalist in the 2024 Money Management‘Emerging Manager of the Year’ Award
Dean Curnow
May 3, 2024
Whilst Polen Capital, our investment partner in global equities, has been operating since 1979, manages 15 underlying investment strategies, has U.S.$65 billion in funds under management, and over 250 staff world-wide, it is fair to say it is not yet a household name in Australia. continue…
by Dean Curnow Posted in Value.able.
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2024 March quarter update on the Polen Capital Global Growth Fund
Polen Capital
April 19, 2024
During the March 2024 quarter, the Polen Capital Global Growth Fund (the Fund) increased by 12.49 per cent in Australian dollars, while its benchmark, the MSCI ACWI Net Total Return Index, in Australian Dollars, returned 13.10 per cent. In many ways, the first quarter marked a continuation of the market dynamics already in place at the end of last year. continue…
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Three learnings from Polen Capital’s recent Australia tour
Dean Curnow
October 19, 2023
You always learn a lot hearing from seasoned investors. The beauty of the Montgomery business as it has grown is that these nuggets of wisdom through our partner managers are now spread across not only several asset classes but also across a number of geographies. continue…
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The Polen Capital Global Small and Mid Cap Fund is now available via Netwealth
Dean Curnow
August 16, 2023
We are pleased to announce that the Polen Capital Global Small and Mid Cap Fund has been recently added to both the Netwealth Super/Pension and Investments (IDPS) menus. This is the second of Polen Capital’s global strategies that has been made available to investors via Netwealth, the first being the Polen Capital Global Growth Fund (B Class Units). continue…
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Ausbiz: Is it safe to re-enter still shark-infested retail waters?
Roger Montgomery
May 26, 2023
I joined Ausbiz to discuss whether the increased interest rates are finally hurting consumers. There have been some recent profit warnings from discretionary retailers which show the strain on consumer spending. Is now a better time to avoid retailers and focus on other opportunities? Watch the interview: Is it safe to re-enter still shark-infested retail waters?
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