Polen Capital Slide 1

Investing in Great Global Businessesfor the Long-Term

Polen Capital Focus U.S. Growth Fund (UCITS)

Polen Capital’s Focus U.S. Growth strategy was launched in a UCITS format on 8th March 2013 with the USD classes; other UCITS classes have been activated as demand arises.

The Polen Capital Focus U.S. Growth Fund” is marketed outside the United States to institutional and professional investors and, where appropriate, properly accredited or high net worth investors. Any prospective investor must qualify below before accessing the marketing materials.

This strategy and all related funds are managed by co-Portfolio Managers Dan Davidowitz, CIO, and Damon Ficklin, who identify and invest into mainly US-centric ‘large cap’ companies that meet Polen’s established investment philosophy, which was launched in 1989 by our founder, David Polen, and adhered to rigorously from the beginning.



Please read and agree to the following conditions of use

Polen Capital Investment Funds PLC (the "Fund") is only registered for distribution to professional and retail investors resident in Ireland and the UK. The Fund is authorised and regulated by the Central Bank of Ireland.

By entering this site, you confirm that you are a professional investor accessing the website on your own initiative without any solicitation to do so by the Fund and that no law or regulation prohibits you from accessing the information on this website, nor that your access or review will subject the Fund, its manager, or any affiliate thereof to any law or regulation in the country of your residence.

The information made accessible to professional investors within this site is made available for information purposes only. The Fund provides no advice to clients and the information in this site should not be taken as an offer or invitation to invest in the Fund (which includes any sub-fund of the Fund). Investors should read the information in the relevant KIID Document before deciding that an investment in the Fund is suitable to meet their needs. Investors are also recommended to read the information in the full Prospectus before investing.

The value of investments in the Fund and the income from them may fall as well as rise and investors may not get back the full value of capital invested. Returns will depend on market conditions, including variation in currency exchange rates and your personal tax circumstances. Past performance is not a reliable guide to future returns.

The Fund is an umbrella type investment company with variable capital and segregated liability between funds incorporated under the laws of Ireland under registration number 522617. The Fund is authorised by the Central Bank of Ireland pursuant to the EU (Undertakings for Collective Investment in Transferable Securities) Regulations 2011 and has its registered office at George's Quay House, 43 Townsend Street, Dublin 2, Ireland. The shares of the Fund are registered for distribution to clients in the UK.

This website uses cookies. A cookie is a piece of data stored on your device containing information about your visit to a site. We use a cookie to, including but not limited to, remember the region you are visiting from and to remember that you have accepted these terms of use. You consent to such uses. You can change your user settings in your browser to prevent us storing cookies. You can find out how to do this at: www.allaboutcookies.org. However, if you do prevent us storing cookies, some parts of this website will be inaccessible to you or functionality will be reduced.

Data retention. If you contact us or provide any personal data through this website, you consent to us keeping a record of this information. We may use it to provide products or services that you request from us or which we feel may interest you. We may also use third party service providers to track details of visits to our site (including but not limited to traffic and location data) to improve our service to you. The data that we collect from you may be transferred to, and stored at, a location outside the European Economic Area and may be processed by third parties on our behalf.

Please read and agree to the following conditions of use

Polen Capital Investment Funds PLC (the "Fund") is only registered for distribution to (retail) professional investors resident in Switzerland (“Qualified Investors”). The Fund is authorised and regulated by the Central Bank of Ireland. The Fund is registered with the Swiss Financial Market Supervisory Authority (FINMA).

By entering this site, you confirm that you are a Qualified Investor accessing the website on your own initiative without any solicitation to do so by the Fund and that no law or regulation prohibits you from accessing the information on this website, nor that your access or review will subject the Fund, its manager, or any affiliate thereof to any law or regulation in the country of your residence.

The information made accessible to professional investors within this site is made available for information purposes only. The Fund provides no advice to clients and the information in this site should not be taken as an offer or invitation to invest in the Fund (which includes any sub-fund of the Fund). Investors should read the information in the relevant KIID Document before deciding that an investment in the Fund is suitable to meet their needs. Investors are also recommended to read the information in the full Prospectus before investing.

The value of investments in the Fund and the income from them may fall as well as rise and investors may not get back the full value of capital invested. Returns will depend on market conditions, including variation in currency exchange rates and your personal tax circumstances. Past performance is not a reliable guide to future returns.

The Fund is an umbrella type investment company with variable capital and segregated liability between funds incorporated under the laws of Ireland under registration number 522617. The Fund is authorised by the Central Bank of Ireland pursuant to the EU (Undertakings for Collective Investment in Transferable Securities) Regulations 2011 and has its registered office at George's Quay House, 43 Townsend Street, Dublin 2, Ireland.

This website uses cookies. A cookie is a piece of data stored on your device containing information about your visit to a site. We use a cookie to, including but not limited to, remember the region you are visiting from and to remember that you have accepted these terms of use. You consent to such uses. You can change your user settings in your browser to prevent us storing cookies. You can find out how to do this at: www.allaboutcookies.org. However, if you do prevent us storing cookies, some parts of this website will be inaccessible to you or functionality will be reduced.

Data retention. If you contact us or provide any personal data through this website, you consent to us keeping a record of this information. We may use it to provide products or services that you request from us or which we feel may interest you. We may also use third party service providers to track details of visits to our site (including but not limited to traffic and location data) to improve our service to you. The data that we collect from you may be transferred to, and stored at, a location outside the European Economic Area and may be processed by third parties on our behalf.

Please read and agree to the following conditions of use

Polen Capital Investment Funds PLC (the "Fund") is only registered for distribution to (retail) professional investors resident in the European Economic Area (EEA); it is not available to private (retail) investors within the EEA except for offerings made to such by properly regulated professional firms. The Fund is authorised and regulated by the Central Bank of Ireland. All promotional activities undertaken within the EEA are in compliance with the respective regulations of the jurisdiction in which the professional investor resides.

By entering this site, you confirm that you are a Professional Investor accessing the website on your own initiative without any solicitation to do so by the Fund and that no law or regulation prohibits you from accessing the information on this website, nor that your access or review will subject the Fund, its manager, or any affiliate thereof to any law or regulation in the country of your residence.

The information made accessible to professional investors within this site is made available for information purposes only. The Fund provides no advice to clients and the information in this site should not be taken as an offer or invitation to invest in the Fund (which includes any sub-fund of the Fund). Investors should read the information in the relevant KIID Document before deciding that an investment in the Fund is suitable to meet their needs. Investors are also recommended to read the information in the full Prospectus before investing.

The value of investments in the Fund and the income from them may fall as well as rise and investors may not get back the full value of capital invested. Returns will depend on market conditions, including variation in currency exchange rates and your personal tax circumstances. Past performance is not a reliable guide to future returns.

The Fund is an umbrella type investment company with variable capital and segregated liability between funds incorporated under the laws of Ireland under registration number 522617. The Fund is authorised by the Central Bank of Ireland pursuant to the EU (Undertakings for Collective Investment in Transferable Securities) Regulations 2011 and has its registered office at George's Quay House, 43 Townsend Street, Dublin 2, Ireland.

This website uses cookies. A cookie is a piece of data stored on your device containing information about your visit to a site. We use a cookie to, including but not limited to, remember the region you are visiting from and to remember that you have accepted these terms of use. You consent to such uses. You can change your user settings in your browser to prevent us storing cookies. You can find out how to do this at: www.allaboutcookies.org. However, if you do prevent us storing cookies, some parts of this website will be inaccessible to you or functionality will be reduced.

Data retention. If you contact us or provide any personal data through this website, you consent to us keeping a record of this information. We may use it to provide products or services that you request from us or which we feel may interest you. We may also use third party service providers to track details of visits to our site (including but not limited to traffic and location data) to improve our service to you. The data that we collect from you may be transferred to, and stored at, a location outside the European Economic Area and may be processed by third parties on our behalf.

Please read and agree to the following conditions of use

By entering this site, you confirm that you are a Professional Investor accessing the website on your own initiative without any solicitation to do so by the Fund and that no law or regulation prohibits you from accessing the information on this website, nor that your access or review will subject the Fund, its manager, or any affiliate thereof to any law or regulation in the country of your residence.

The information made accessible to professional investors within this site is made available for information purposes only. The Fund provides no advice to clients and the information in this site should not be taken as an offer or invitation to invest in the Fund (which includes any sub-fund of the Fund). Investors should read the information in the relevant KIID Document before deciding that an investment in the Fund is suitable to meet their needs. Investors are also recommended to read the information in the full Prospectus before investing.

The value of investments in the Fund and the income from them may fall as well as rise and investors may not get back the full value of capital invested. Returns will depend on market conditions, including variation in currency exchange rates and your personal tax circumstances. Past performance is not a reliable guide to future returns.

The Fund is an umbrella type investment company with variable capital and segregated liability between funds incorporated under the laws of Ireland under registration number 522617. The Fund is authorised by the Central Bank of Ireland pursuant to the EU (Undertakings for Collective Investment in Transferable Securities) Regulations 2011 and has its registered office at George's Quay House, 43 Townsend Street, Dublin 2, Ireland.

This website uses cookies. A cookie is a piece of data stored on your device containing information about your visit to a site. We use a cookie to, including but not limited to, remember the region you are visiting from and to remember that you have accepted these terms of use. You consent to such uses. You can change your user settings in your browser to prevent us storing cookies. You can find out how to do this at: www.allaboutcookies.org. However, if you do prevent us storing cookies, some parts of this website will be inaccessible to you or functionality will be reduced.

Data retention. If you contact us or provide any personal data through this website, you consent to us keeping a record of this information. We may use it to provide products or services that you request from us or which we feel may interest you. We may also use third party service providers to track details of visits to our site (including but not limited to traffic and location data) to improve our service to you. The data that we collect from you may be transferred to, and stored at, a location outside the European Economic Area and may be processed by third parties on our behalf.

Please read and agree to the following conditions of use

Polen Capital Investment Funds PLC (the "Fund") is authorised and regulated by the Central Bank of Ireland. The information made accessible to retail investors, i.e. non-professional investors, within this site is limited in accordance with the regulatory requirements designed to protect you as an investor.

Polen Capital Management, LLC provides no advice to clients and the information in this site should not be taken as an offer or invitation to invest in the Fund. Investors should read the information in the relevant KIID Document and take appropriate independent professional advice before deciding that an investment in the Fund is suitable to meet their needs. Investors are also recommended to read the information in the full Prospectus before investing.

The value of investments in the Fund and the income from them may fall as well as rise and investors may not get back the full value of capital invested. Returns will depend on market conditions, including variation in currency exchange rates and your personal tax circumstances. Past performance is not a reliable guide to future returns.

The Fund is an umbrella type investment company with variable capital and segregated liability between funds incorporated under the laws of Ireland under registration number 522617. The Fund is authorised by the Central Bank of Ireland pursuant to the EU (Undertakings for Collective Investment in Transferable Securities) Regulations 2011 and has its registered office at George's Quay House, 43 Townsend Street, Dublin 2, Ireland. The shares of the Fund are registered for distribution to clients in the UK.

This website uses cookies. A cookie is a piece of data stored on your device containing information about your visit to a site. We use a cookie to, including but not limited to, remember the region you are visiting from and to remember that you have accepted these terms of use. You consent to such uses. You can change your user settings in your browser to prevent us storing cookies. You can find out how to do this at: www.allaboutcookies.org. However, if you do prevent us storing cookies, some parts of this website will be inaccessible to you or functionality will be reduced.

Data retention. If you contact us or provide any personal data through this website, you consent to us keeping a record of this information. We may use it to provide products or services that you request from us or which we feel may interest you. We may also use third party service providers to track details of visits to our site (including but not limited to traffic and location data) to improve our service to you. The data that we collect from you may be transferred to, and stored at, a location outside the European Economic Area and may be processed by third parties on our behalf.



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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