Who We Are
Polen Capital is a global investment manager headquartered in Southeast Florida, specializing in managing growth equity and high-yield strategies. We are proud to serve clients representing every investor type for over 30 years, including public pension plans.
We are passionate about our mission to protect and grow capital while identifying attractive opportunities to invest in what we see as the most competitively advantaged businesses worldwide. We adhere to a time-tested process of researching and selecting the companies we hold in our concentrated portfolios. We invest for the long haul and with a business owner’s mindset.
(*As of 06-30-2024. Asset figures include discretionary as well as nondiscretionary assets.)
~$65B
Assets Under Management*
>40
Florida Public Plan Clients*
equity approach
Investment Philosophy
We invest in companies that our rigorous, bottom-up research indicates have sustainable competitive advantages, superior financial strength, proven management teams, and powerful products or services.
In our view, consistent earnings growth is the primary driver of intrinsic value and long-term stock appreciation. Accordingly, our efforts focus on identifying and then building concentrated portfolios of companies we believe can deliver sustainable, above-average earnings growth over the long term.
Concentrated Portfolio
High Active Share + Best Ideas
Risk Management
Durable Business + Sustainable Competitive Advantage
Hold Period
Long-Term Time Arbitrage
Outcome Orientation
Absolute Return Mentality
Meet Your Polen Team
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Find out how Polen Capital can go beyond for you.
Thought capital
Recent Perspectives
