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Polen Capital’s investment philosophy


Polen Capital’s investment philosophy

In this week’s video insight David shares the characteristics of Polen Capital’s investment philosophy and the strong returns with the Polen Capital Global Growth Strategy having delivered an average annual return of 15.75 per cent, in the five years to December 2020.

You can view the Polen Webinar here: Polen Perspectives: finding sustainable growth around the world

In coming weeks, Montgomery will be offering investors access to a concentrated portfolio of outstanding global businesses through the Polen Capital Global Growth Fund. You can read more about the fund here: Polen Global Growth

* Performance for prior periods is based on the actual performance of the Polen Capital Global Growth strategy managed by Polen Capital since 31 December 2014, adjusted for fees and converted to AUD.

You should read the Product Disclosure Statement (PDS) before deciding to acquire the product.

The Polen Capital Global Growth Fund invests using an identical strategy to the Polen Capital Global Growth strategy. Past performance is not a reliable indicator of future performance.

Units in the Polen Capital Global Growth Fund (ARSN: 647 518 723) (Fund) are issued by the Fund’s responsible entity Fundhost Limited (ABN 69 092 517 087) (AFSL 233045). The Fund’s investment manager is Montgomery Investment Management Pty Ltd (ABN 73 139 161 701, AFSL 354 564). The fund’s sub-investment manager is Polen Capital Management, LLC.

The PDS contains all of the details of the offer and is expected to be available mid-March 2021. Copies of the PDS will be available from Montgomery Investment Management on (02) 8046 5000 or at www.montinvest.com. Before making any decision to make or hold any investment in the Fund you should consider the PDS in full. An investment in the Fund must be through a valid application form attached to the PDS or via the online application form. You should not base an investment decision simply on past performance. Past performance is not a reliable indicator of future performance. The investment returns of the Fund are not guaranteed, and so the value of an investment may rise or fall.

The information provided is general in nature and does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon this information and consider seeking advice from a licensed financial advisor if necessary.


Chief Executive Officer of Montgomery Investment Management, David has over 30 years of industry experience. David is a deeply knowledgeable and highly experienced financial services executive. Prior to joining Montgomery in 2012, David was CEO and Executive Director of Hunter Hall for 11 years, as well as a Director at JP Morgan in Sydney and London for eight years.

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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