Polen Capital Slide 1

Investing in Great Global Businessesfor the Long-Term

Global Growth Strategy

The Global Growth strategy, launched in 2015, applies the same time-tested philosophy and process used in the Focus Growth strategy. We make some adjustments designed to compensate for certain fundamental and macro-economic influences that tend to have a greater effect on the relative performance of foreign stocks than domestic issues.

Our Global Growth strategy seeks to invest in both U.S. and foreign businesses that are well positioned to capitalize on long-term growth opportunities and have strong financials, a sustainable competitive advantage and the potential for exceptional five-year earnings growth. The Global Growth strategy offers:

  • Greater focus on globally competitive businesses
  • Strong bias toward businesses that are truly global leaders in their niche
  • More mindful of management incentives and internal motivations
  • Tilt toward business models well-aligned with government policies
  • Additional scrutiny in assuring that stock valuations are reasonable (avoid paying the wrong price for the right business)

We avoid businesses that are cyclical, commoditized or state-controlled. We also avoid or minimize exposure to businesses that are located in countries with excessive currency or inflation risk or with a political system that does not foster viable and transparent business growth.

Global Growth Performance Disclosure

We don't trade stocks — we buy businesses.

Damon Ficklin   |   Portfolio Manager & Analyst

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