Business Model

Polen Capital is a fully integrated global investment management firm with a high conviction and quality focus. 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.

Meet the Polen Investment Team →

  • Investment Talent
  • Cutting-Edge Technology
  • Global Distribution

Our approach to investment management is through small, high-powered investment teams. Each team operates independently and autonomously, with sole decision-making authority for security selection in pursuit of true alpha. This allows managers to focus specifically on their market segment, free from the distraction of operational and business management. The Polen Capital investment teams—large company, small company and emerging markets—are built around the investment talent. Located in Boca Raton, Boston 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 high conviction, quality approach to investing.

As part of Polen’s commitment 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 teams—allowing them to work and thrive from anywhere. With this centralized infrastructure and cutting-edge technology, we are able to deliver both efficiency and results. Our small, high-powered teams are supported by industry-leading outsourced platforms and operations to help manage our endless pursuit to uncover the best companies to invest in worldwide.

This unique and state-of-the-art operational model allows our teams to stay focused on investing, also resulting in the best investment technology and reporting 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. For over thirty years, we have been delivering concentrated growth investment solutions across domestic markets, coupled with significant global expansion in the last decade. With investment vehicles designed for global investors and institutions, Polen Capital also is able to 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

Approach →

We invest in U.S., global and international companies with exceptional earnings growth, driven by a sustainable competitive advantage, superior financial strength, proven management teams and powerful products or services.

Sustainability →

We are interested in a company’s viewpoint and best practices for sustainability which complements our long-term approach.