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Polen Capital has been nominated as a finalist in the 2024 Money Management‘Emerging Manager of the Year’ Award

Polen Capital has been nominated as a finalist in the 2024 Money Management‘Emerging Manager of the Year’ Award

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.

Montgomery partnered with U.S.-based, Polen Capital in 2021 to bring this well-kept global secret to investors in Australia, and pleasingly it appears others are starting to take notice.

We’re delighted to announce that Money Management, in conjunction with independent research house Lonsec Research, has nominated Polen Capital as a finalist in their ‘Emerging Manager of the Year Award’ for 2024.

About the awards

The Money Management Fund Manager of the Year Awards are Australia’s longest-standing independent fund awards in the financial services industry, which recognise the top performers in Australia’s fund management sector.

To be nominated for the award, the investment manager must have a strategy that has been in Australia for less than five years and which is rated ‘Recommended’ or above by Lonsec Research.  

Each year, the Lonsec Research team put forward their shortlist of managers as finalists. Being nominated is a fantastic endorsement of the partnership Montgomery has with Polen Capital and particularly highlighting the conviction their research team has in the Polen Capital Global Growth Fund.

Congratulations to all the finalists! We’re delighted that Polen has been recognised amongst a highly competitive line-up of sensational managers. The winners will be announced on 13 June 24 and you can access a full list of the finalists here.

 

INVEST WITH MONTGOMERY

Dean Curnow joined Montgomery Investment Management in June 2016. Dean joined the firm from Colonial First State, where he was a Consultant for Retail Sales for 2 years. Prior to this, Dean was also a Relationship Manager with the Commonwealth Bank of Australia, where he spent 5 years working in Retail Banking.

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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