• In my recent interview with Ausbiz, I wanted to give my insights on prevailing economic trends, the Australian economy, and the equity market. Watch here

Polen Capital Global Small and Mid Cap Fund 30 June 2022 Update


Polen Capital Global Small and Mid Cap Fund 30 June 2022 Update

Our timing of the launch of the Polen Capital Global Small and Mid Cap Fund has unfortunately coincided with a broad global sell-off that has been tough to navigate for investors who focus on quality and growth.

While even the strongest businesses can experience bouts of indiscriminate selling, Polen Capital have used this market dislocation as an opportunity to become owners of great businesses that rarely go “on-sale” given their competitive leadership and resiliency. 

In this short video, Roger sat down with Portfolio Manager Rob Forker to discuss the Fund’s challenged performance, current market conditions and the Fund’s optimistic outlook. Rob highlights a promising stock holding in Euronext (EPA: ENX) and shares his confidence that over the long term the Fund’s performance will track the compelling fundamentals of the underlying portfolio companies to deliver value for investors.

Learn more about the Polen Capital Global Small and Mid Cap Fund


Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. 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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