Polen Capital Slide 1

Investing in Great Global Businessesfor the Long-Term

Polen Focus Growth (SMA)

Our Focus Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of primarily Large Cap U.S. common stocks that have sustainable competitive advantages. The strategy is available through Separately Managed Accounts (SMAs) which are all managed to Polen Capital's model portfolio, no matter their size. Polen Capital actively manages SMAs for a variety of client types including endowments, sovereign nations, foundations, corporations, public funds and high-net worth individuals and families.


We believe that we have a sustainable competitive advantage in our investment approach, driven by our concentration, long-term orientation and discipline.

Dan Davidowitz   |   CIO & Portfolio Manager

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10,000 Portfolios Project
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Allergan Case Study
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1st Quarter 2017
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