Approach

Our Constant Pursuit of Investment Excellence

All Polen Capital investment teams operate autonomously and maintain a concentrated, disciplined investment approach.

See our strategies

Investment Philosophy

Our philosophical pillars guide our search for long-term compounding machines across our growth equity and credit platforms.

Growth Equity

Polen Growth Equity Strategies

Credit

Polen Credit Strategies

OUR PEOPLE

Investment Talent

Large Company Growth

Meet the team

Small Company Growth

Meet the team

Emerging Markets Growth

Meet the team

Credit

Meet the team

Maintaining the integrity of our investment process is paramount. We have designed our operating model to keep our investment professionals solely focused on delivering investment results. 

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Stan C. Moss, CFA
CEO

PERSPECTIVES

Recent Perspectives

Thought Capital 10-30-2023

Q3 Focus Growth Fireside Chat
Quarter-end update discussing factors that impacted the Focus Growth Portfolio & what Dan Davidowitz sees as long-term opportunities ahead
Thought Capital 10-10-2023

Experts Wanted! The Pickaxe Sellers of the AI Gold Rush
The AI revolution is creating attractive opportunities for companies providing the tools and expertise needed to implement next-generation technologies
Thought Capital 09-19-2023

Don’t Wait on Spread Widening
Yields are on sale, offering investors an attractive income-generating opportunity
See All Perspectives
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INVESTMENT APPROACH

Fundamental Investing & ESG Integration

First and foremost, we aim to invest in businesses that we believe are positioned to deliver unique  value to stakeholders today and in the future. In our analysis, we focus on business  issues we believe to be material to long-term stakeholder interests. 

ESG

We focus on a company’s value proposition and competitive advantages and objectively assess the value of the company through key stakeholders’ eyes.

We evaluate the initiatives the company is undertaking to amplify value or mitigate risk to strengthen its brand, competitive advantage, and value creation for its key stakeholders over time.

We integrate material ESG issues into our comprehensive bottom-up, fundamental research and assessment of risks and opportunities, taking a long-term view consistent with our philosophy.

Industry Commitment

We are committed to helping create a sustainable, global financial system. Polen Capital is a proud supporter of the following industry associations:

Assessing issues we classify as material environmental, social, and governance factors is part of our bottom-up fundamental research process.

Polen Capital may consider various investment factors, including the following that can be classified as ESG:

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Environmental

  • Climate change initiatives
  • Energy and water efficiency
  • Packaging improvements
  

Social

  • Ability to attract, develop, and retain employees
  • Product or service value to customers
  • Supplier and partner support

 

Governance

  • Quality of management
  • Board effectiveness
  • Executive compensation

 

ESG Resources

Learn more about how our approach goes beyond all expectations.

Find out how Polen Capital can go beyond for you.

Get in Touch
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The information provided is for informational purposes only. Opinions and views expressed constitute the judgment of Polen Capital as of the date of this post, may involve a number of assumptions and estimates which are not guaranteed, and are subject to change without notice. This document does not identify all the risks (direct or indirect) or other considerations which might be material when entering any financial transaction. 

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.