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Your opportunity to hear directly from Polen Capital

Your opportunity to hear directly from Polen Capital

Under a new partnership between Montgomery Investment Management and Polen Capital our clients can now access a concentrated portfolio of outstanding global businesses through Polen’s Global Growth strategy. The typical growth company may conjure images of a fast-growing, highly valued tech-focused operation. But growth businesses can come in all shapes, sizes, and industries.

Having launched our first fund, the Polen Capital Global Growth Fund, we are delighted to invite you to join our live webinar with Damon Ficklin and Jeff Mueller from the US-based Polen Global Growth team.

Track Record

The Australian fund invests using an identical strategy to the Polen Capital Global Growth strategy.

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The Global Growth strategy has returned investors net of fees, a compound annual return of 16.42 per cent compared to its benchmark the MSCI ACWI Net Total Return Index which delivered 10.77 per cent. Performance for the periods to 31 December 2020 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 Australian Dollars.

Live Webinar 20 April 2021

Polen Capital invest in companies with a durable earnings profile driven by a sustainable competitive advantage, superior financial strength, sound ESG practices, proven management teams and powerful products/services. With the world having seen many secular tailwinds how does Polen invest to provide stability across market cycles? This question and more will be answered in our webinar where Damon Ficklin and Jeff Mueller will introduce Polen and their special style of investing to our Australian readers.

You can register for the session here: WEBINAR REGISTRATION 20 APRIL 2021

Because Damon and Jeff will be presenting live from the US, we recognise the time of this event in Australia won’t suit everyone. If you can’t attend but want to view a recording, please register anyway and we will send you a recording after the event.


Chief Executive Officer of Montgomery Investment Management, David Buckland 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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