Our Focus Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of primarily Large Cap U.S. common stocks that have sustainable competitive advantages. The strategy is available through Separately Managed Accounts (SMAs), UCITS and Mutual Funds which are all managed to Polen Capital's model portfolio, no matter their size.
Polen Capital manages SMAs for a variety of client types including endowments, sovereign nations, foundations, corporations, public funds and high-net worth individuals and families.
Since 1989, fundamental research has been the cornerstone of our Investment Process. The firm and each member of the investment team are focused on only one strategy: Growth Investing. Our experienced investment professionals execute our Investment Process with discipline, focus, and active management.
"We look for financial strength and earnings sustainability that serves as a 'Margin of Safety,' allowing us to buy great stocks at attractive prices relative to the long-term valuation of the underlying business. - Damon Ficklin, Portfolio Manager
Risk Management is integral to our Investment Process. Conventional wisdom suggests diversification of assets reduces risk. The flaw in that strategy is that after a certain point of diversification, we believe you are more likely to introduce risk and reduce the growth potential of your investment as sub-par companies are added to the Portfolio. The wisdom is in knowing what you can control and what you cannot.
At Polen Capital, our growth managers control risk differently:
We invest in only financially superior, competitively-advantaged companies that we believe will outperform the market over the long-term. Exceptional companies not only have the potential to contribute outsized returns but are also inherently less risky as their greater earnings stability offers a "Margin of Safety" that typically results in less volatility in declining markets.
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