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Showing 1 - 6 of 6 results for "Polen Capital"

Australian Eagle team to join Montgomery IM

JAMIE WILLIAMSON  |  MONDAY, 8 AUG 2022
... established. It has the Montgomery Lucent joint venture for Aussie small caps, a distribution relationship with Polen Capital for global equities, and another with Aura Group for alternative income. "We look forward to working closely with Sean, Alan ...

Montgomery adds to global strategy

ANNABELLE DICKSON  |  TUESDAY, 19 OCT 2021
Montgomery Investment Management is adding another fund from US-based Polen Capital to its Australian and New Zealand offering. The Polen Capital Global Small and Mid Cap Fund will be available to investors on October 21 following the partnership between ...

Boutique buys back Montgomery stake

KANIKA SOOD  |  WEDNESDAY, 10 MAR 2021
... investors from Mohr Asset Managemen t. It recently announced a distribution partnership with global equities manager Polen Capital -- and has appetite to do more. "We [have our own] fund management products but we are also keen to introduce investors ...

Montgomery launches two global strategies

KARREN VERGARA  |  THURSDAY, 4 MAR 2021
... to Australian investors. Montgomery will launch two of Polen Capital's growth strategies for local clients. Polen Capital Global Growth Fund invests in a concentrated portfolio of 25 to 35 high-quality growth companies from around the world. The ...

US manager eyes Australia

KANIKA SOOD  |  THURSDAY, 12 NOV 2020
... on a US-based global equities manager looking to tap into the Australian market. Axius Partners will distribute Polen Capital's high-conviction global growth and global emerging market strategies to Australian wholesale and institutional investors. Polen ...

Global multi-boutique eyes Australia

KANIKA SOOD  |  MONDAY, 21 JAN 2019
... Pinnacle Investment Management and Challenger's Fidante Partners. Its current lineup includes four managers: Polen Capital, Dolan McEniry Capital Management, Sirios Capital Management and Dynamic Beta Investments. In an interview with Financial Standard ...
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