Polen Capital

Overview

About 

Polen Capital is a team of experienced investment industry professionals who share an unwavering commitment to their clients, community and each other. They have been dedicated to serving investors by providing concentrated portfolios of the highest-quality companies for more than three decades. At Polen Capital, they have built a culture of results, and in this, an inherent belief in going beyond what’s expected for the people and communities they serve.

They believe that an important part of growing their clients’ assets also includes preserving them. To pursue this, we adhere to a time-tested process of researching and analyzing the highest-quality companies around the globe—seeking only the best to build highly concentrated portfolios. Then, they invest for the long haul and with a business owner’s mindset—giving these companies time to grow. This singular focus and consistent investment process transcend market capitalizations and borders. They remain passionate about their mission to protect and grow capital while identifying unique opportunities to access and invest in the most sustainable businesses worldwide.

For Polen Capital, quality is more than just a word. It is a promise and a never-ending pursuit. Everything they do is focused on giving good people what they deserve in life, by evolving their investment firm the right way. This means with integrity, with devoted people, with progressive business practices, and with the highest-quality investments. They're more than just passionate about making a meaningful difference in the lives of their investors. It is their purpose and it drives every decision they make.

Investment Approach

They invest in companies worldwide with exceptional earnings growth, driven by a sustainable competitive advantage, superior financial strength, proven management teams and powerful products or services. Investing in only what they believe to be the best companies with long-term staying power supports their ability to deliver outsized returns and minimize risk.

Polen Capital believes consistent earnings growth is the primary driver of intrinsic value and long-term stock appreciation. Accordingly, their efforts focus on identifying and then building concentrated portfolios of companies that they believe are capable of delivering sustainable, above-average earnings growth.

The Investment Team