Growth Equity · Polen Capital

International Equity Franchise

Non-U.S. developed and emerging market equity strategies seeking to capitalize on fundamental inflection points that precede accelerating growth across market cycles.

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Overview

Seeking growth inflection points before the market recognizes them.

The International Equity team believes accelerating revenue and earnings growth is a primary driver of stock price appreciation over the long term. Their opportunity set comes from identifying businesses where fundamentals are improving faster than consensus expectations.

Built at the intersection of entrepreneurship and institutional support, the team operates through a joint venture co-owned by the strategy’s key personnel within the Polen Capital platform — combining full investment autonomy with centralized distribution, operations, and technology.

Investment professionals

20+

Avg. investment team experience

65–85

Holdings

Investment philosophy

Identifying inflection points ahead of consensus.

Inflection

Identifying businesses at important moments of change — secular growth, cyclical improvement, restructurings, turnarounds, and industry consolidation.

Durability

Assessing whether the drivers of change are sustainable and whether accelerating fundamentals can persist through market cycles.

Gap to consensus

Evaluating the degree to which the market has yet to recognize the inflection — where fundamentals are improving faster than expectations.

Valuation

Disciplined assessment of entry points to ensure conviction is supported by a compelling risk-reward profile.

Ajoy Reddi

Head of Team, Portfolio Manager & Analyst

Maneesh Singhal, CFA

Portfolio Manager & Analyst

Huong Le, CFA

Senior Research Analyst

Ken Wang

Senior Research Analyst

Jeff Duncan

Senior Investment Specialist

Strategies

International Equity Strategies

Equity

International Equity

Strategy Inception 01-Apr-2016

Equity

International Small Cap

Strategy Inception 01-Jan-2016

Explore all strategies →

Our story

Built at the intersection of entrepreneurship and institutional support.

The origins of the International Equity franchise reflect a simple idea: an established investment team can benefit from a broader platform, deeper infrastructure, and a structure designed to align the long-term interests of the team with those of its clients.

A team with shared history

The portfolio managers began working together in 2019. Despite strong investment outcomes, they recognized the need for a stronger distribution partner to fully realize their ambitions.

The partnership vision

A joint venture co-owned by the strategy’s key personnel, combining entrepreneurial ownership with a scalable business platform.

Why Polen Capital

Leveraging Polen Capital's shared services platform for marketing, distribution, compliance, and operational support — while retaining full autonomy and ownership of its investment philosophy, research process, and portfolio management.

Polen Capital Management, LLC is an independent registered investment advisor. The information is provided for illustrative purposes only. Opinions and views expressed constitute the judgment of Polen Capital as of the period indicated, may involve a number of assumptions and estimates which are not guaranteed, and are subject to change without update. 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. The views and strategies described may not be suitable for all clients. This information does not identify all the risks (direct or indirect) or other considerations which might be material to you when entering any financial transaction. Past performance does not guarantee future results and profitable results cannot be guaranteed.

Interested in International Equity?

Learn more about our strategies or connect with our team.