Polen Capital Slide 1

A Concentrated Approachwithin a Global Universe

Investment Philosophy

We believe consistent earnings growth is the primary driver of intrinsic value and long-term stock appreciation. Accordingly, our efforts focus on identifying and then investing in concentrated portfolios of companies that we believe are capable of delivering sustainable, above-average earnings growth.

We seek to invest in U.S. and Global businesses with exceptional earnings growth, driven by a sustainable competitive advantage, superior financial strength, proven management teams and powerful products or services. We hold the view that such exceptional companies not only have the potential to contribute outsized returns but are also inherently less risky. Their superior earnings' stability and financial strength serves as a "Margin of Safety" that typically results in less volatility during declining markets.

Our objective is to provide solutions for our clients that will add material value over time.

Stan C. Moss   |   CEO, Polen Capital

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