Polen Capital Partnership with Montgomery Investment Management | Montgomery Investment Management
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Many readers have asked me why Montgomery has partnered with U.S based Polen Capital to offer global growth funds here in Australia. In this short 3-minute clip from Polen’s recent visit to Sydney, you can directly hear my answer. We look forward to a long and rewarding relationship for our investors. | Roger Montgomery
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Many readers have asked me why Montgomery has partnered with U.…
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Polen Capital Global Growth Fund | Montgomery Investment Management | Montgomery Investment Management
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In the period from 31/12/2014 to 31/03/2021 the Polen Capital Global Growth Strategy has delivered annual average returns in Australian Dollars exceeding 16% per annum, approximately 5% per annum better than the MSCI All Country World Index. David identifies why many sectors, such as Energy, Financials, Industrials, Materials, Real Estate and Utilities are generally excluded from the Polen Capital process. In this video hear how Polen achieves these returns. | Roger Montgomery
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