• Roger chats with Gary Rollo to discuss why Megaport is a holding in the Montgomery Small Companies Fund. Watch here.

Polen Capital Global Growth Fund 30 June 2022 Update


Polen Capital Global Growth Fund 30 June 2022 Update

Since the inception of the Polen Capital Global Growth Fund in 2014, the team at Polen Capital have delivered impressive outperformance. However, since January this year, the Fund’s performance has been adversely impacted.

Several powerful macro factors converged in the first half of 2022, including persistent inflation, tightening monetary policy, ongoing supply chain issues, continued COVID-19 disruption, and heightened geopolitical risk, all of which affected the performance of the market and Global Growth portfolio.

In this short video, Roger caught up with Portfolio Manager Damon Ficklin to discuss the Fund’s recent performance, current market conditions and the Fund’s outlook. Damon covers why he doesn’t expect any of these external factors to have a meaningful long-term impact on the high-quality growth businesses owned by the Fund and how short-term share price movements may not always reflect fundamentals and earnings growth by portfolio companies.

Learn more about the Polen Capital Global Growth Fund


Roger is the Founder and Chief Investment Officer of Montgomery Investment Management. Roger brings more than three decades of investment and financial market experience, knowledge and relationships to bear in his role as Chief Investment Officer. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

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