All Polen Capital investment teams operate autonomously and maintain a concentrated, disciplined investment approach.
Investment Talent
Distinct and autonomous investment teams solely focus on investing and research with minimal distractions. Centralized teams work collaboratively to support our investment process and the investors we serve.
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.
What differentiates Polen Capital’s approach to Credit? Listen to portfolio managers from our Leveraged Credit Team explain how Polen’s approach to risk and our commitment to active management gives us a significant yield advantage versus the market.
Our Approach to Fundamental Investing is Sustainable Investing
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.
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 companies are undertaking to amplify the value and mitigate the risks their stakeholders see and to strengthen their competitive advantages over time.
We integrate material business 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:
A discussion with portfolio managers on shifting dynamics that have the potential to create compelling long-term investment opportunities across emerging markets.
A discussion with portfolio managers on shifting global dynamics that have the potential to create compelling long-term investment opportunities beyond U.S. borders.
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.
