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.