Polen Capital Slide 1

Investing in Great Global Businessesfor the Long-Term

Focus Growth Strategy

The Investment Strategy of our Focus Growth is straight-forward: construct a stock portfolio of companies that we believe can collectively deliver mid-teens earnings per share growth over the next five years while incurring only moderate risk. It is our aim to invest in companies best positioned to capitalize on long-term growth opportunities. Our Investment Team looks to generate returns by identifying market-leading companies that offer the potential for sustained, above-average growth in revenues and earnings. Companies must meet the following criteria:

  • Extremely strong balance sheets
  • Abundant free cash flow
  • ROE of 20% or more
  • Strong Earnings per Share Growth
  • Stable to Improving Margins
  • Shareholder-Oriented Management Team

Once a company has been added to the Portfolio, we monitor it closely. Our research-intensive Investment Process is designed to enable us to not only identify unique growth opportunities but also maintain our intimate knowledge of the company's financial and competitive position.


Focus Growth Performance Disclosure


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

Dan Davidowitz   |   Head of the Large Company Growth Team & Portfolio Manager

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