Polen Capital Global Growth Fund
Montgomery Investment Management has partnered with global growth manager Polen Capital to make available the Polen Capital Global Growth Fund to Australian investors.
The fund invests in a concentrated, low-turnover portfolio of 25-35 high-quality growth businesses from around the world and has a minimum investment of $25,000. Under the arrangement, Montgomery will also make available the Polen Capital Global Emerging Markets Growth Fund later this year. Montgomery will also seed both funds.
“Montgomery Investment Management and Polen Capital share a commitment to investing in high-quality companies with strong growth prospects over the longer term,” Montgomery’s chief investment officer, Roger Montgomery, said.
Polen Capital’s head of international business development, Paul Williams, said that his organisation's mission was to first preserve and then grow their clients' assets.
“By working with Montgomery and Polen Capital, investors should have a great deal of comfort that they are working with two companies with extensive experience in investing over multiple cycles and in putting their clients’ interests first,” he said.