Polen Capital Slide 1

We're not hereto be average

Polen Difference

At Polen Capital, we believe earnings growth is the primary driver of long-term stock appreciation. Whether it's the management of our flagship Focus Growth strategy or our Global Growth or International Growth strategies, we strive to identify the highest-quality growth companies that are capable of delivering sustainable, above-average earnings growth.

Our Approach

At Polen Capital, we approach every decision with a business-owner's mindset – taking a long-term investment view that supports our singular focus of delivering exceptional performance at moderate levels of risk for our Clients.

After focusing on executing only one investment strategy-Focus Growth- since 1989, we launched the Global Growth strategy in 2015 and the International Growth strategy in 2016 with the same type of concentrated and disciplined Investment Strategy that has provided an enviable performance record for our Focus Growth strategy since its inception. We continue to stay true to our Philosophy and Process, investing in businesses around the world that have an ability to compound their earnings year after year rather than merely hugging an index.

Our Stocks and Holdings

Monitoring a universe of approximately 150 growth companies for our Focus Growth, Global Growth, and International Growth strategies, we limit our portfolios to approximately 20 companies in our Focus strategy and 30 companies in our Global Growth and International Growth strategies. Our long-term, concentrated and disciplined approach is designed to take advantage of the growth of the market while providing protection on the downside. Our Downside Capture Ratio since inception is well below the industry average.

Both our Focus Growth strategy and the Global Growth strategy are available through Separately Managed Accounts (SMAs), Mutual Funds and Undertakings for the Collective Investment of Transferable Securities (UCITS).

Our International Growth strategy is accessible through SMAs and Mutual Funds.


With proper execution of our high value-added strategies including the appropriate distribution, technology and operational backbone to support it – the outcome will be the growth of our clients' assets as well as our firm.

Stan C. Moss   |   CEO, Polen Capital

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