Investing with Experience, Vision, and Purpose
What We Do
We are here to help our clients achieve better futures. We are independent-minded investors who plan and act for the long term.
Autonomous, Disciplined Investment Teams
We follow a time-tested approach to research and decision-making, all supported by a centralized infrastructure designed to amplify each team’s success.
At a Glance
Our History
A Fully Integrated Global Management Firm
We deliver our investment strategies to a wide range of clients globally, offering an array of vehicle options to meet their needs.
Our Offices
U.S.
Boca Raton, FL
Boston, MA
Waltham, MA
Global
London, U.K.
Hong Kong
Our Distribution Partners
Polen Capital has an extensive network of distribution partners who bring significant reach and expertise.
Firm-Level Dedication to Sustainability
We are committed to a high level of standards for our clients, colleagues, and community.
Environmental |
Employees & Community |
Governance |
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Learn more about our sustainability progress:
33%
Operating Committee Diversity
8 Years
"Best Places to Work in Money Management" - P&I
500+
Wishes granted through the Make-A-Wish Golf Tournament
Data as of 12-31-2023
The information provided is for informational purposes only. Opinions and views expressed constitute the judgment of Polen Capital, may involve a number of assumptions and estimates which are not guaranteed, and are subject to change without notice. Although the information and any opinions or views given have been obtained from or based on sources believed to be reliable, no warranty or representation is made as to their correctness, completeness or accuracy. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice, including any forward-looking estimates or statements which are based on certain expectations and assumptions. The views and strategies described may not be suitable for all clients. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations. This document does not identify all the risks (direct or indirect) or other considerations which might be material when entering any financial transaction.