Business Model
Polen Capital is a fully integrated global investment management firm with an independent, active approach. Each of our distinct teams of investment professionals are solely focused on investing and research—not saddled by additional roles and responsibilities. Our centralized compliance, trading, distribution, marketing, and technology teams all work together to support our investment process and the investors we serve. We seek to combine the flexibility of a boutique with the scale of a larger firm.
Small, high-powered investment teams drive our approach. Each team operates independently and autonomously, with sole decision-making authority for security selection in pursuit of true alpha. This allows managers to focus deeply on their specific areas of expertise, free from the distraction of operational and business management. The Polen Capital investment teams—large company, small company, emerging markets, and high yield—are built around the investment talent. Located in Boca Raton, Boston, Hong Kong and London, our dual-purposed portfolio managers and research analysts are able to align interests and dedicate their focus on investing.
Polen Capital’s results-oriented work environment is designed to attract the industry’s top talent, with an eye for entrepreneurial spirit and a dedication to integrity and teamwork that embody our investment philosophy.
As part of Polen’s commitment to serving the needs of its clients and employees, we have built fully cloud-based technology and infrastructure. This helps deliver both scale and autonomy to each of our investment professionals—allowing them to work and thrive from anywhere. With this centralized infrastructure and cutting-edge technology, we pursue both efficiency and results, supporting our investment teams’ disciplined search for what we believe to be the best companies to invest in worldwide.
Our autonomous and centralized operational model allows our teams to stay focused, resulting in a highly connected investment technology and reporting experience for our clients.
Headquartered in Boca Raton, Florida, Polen Capital has distribution partners that span the globe. We serve clients and investors in most countries and regions—with almost no market that we cannot access. Our significant global expansion over the past decade builds upon our heritage of providing concentrated growth equity strategies since 1989. With investment vehicles designed for global investors and institutions, we also leverage the distribution presence of our minority owner, who offers access to a major network around the world.
For more information on our global distribution, contact a Polen Capital Relationship Manager.
At Polen, there is clear delineation of roles and responsibilities which allows portfolio managers to do what they do best, investing. We do this in an effort to deliver better outcomes to our clients.
—Stan Moss, CEO
We seek to invest in U.S., global and international companies with exceptional earnings growth, driven by a sustainable competitive advantage, financial strength, proven management teams, and powerful products or services.
We are interested in a company’s viewpoint and best practices for sustainability which complements our long-term approach.
