About Polen Capital

Going beyond.

Polen Capital is a global asset manager delivering active, high-conviction, and competitively advantaged growth equity and high yield credit strategies.

About Us

Investing with Experience, Vision, and Purpose

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large company team meeting

What We Do

We are here to help our clients achieve better futures. We are independent-minded investors who plan and act for the long term.

Our clients and community drive every decision we make. Helping people achieve their hopes, dreams, and financial goals is what motivates us to give our absolute best, day in and day out. This is our why.

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stan_moss
Stan C. Moss, CFA
CEO
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Large Company investment leads

STructure

Autonomous, Disciplined Investment Teams

We follow a time-tested approach to research and decision-making, all supported by a centralized infrastructure designed to amplify each team’s success.

At a Glance

45

Years in Operation

Learn about our approach

16

Investment Strategies

View our strategies

250

Employees Worldwide

Meet our team

Key Moments

Our History

1979

Firm founded

1989

Launch of Focus Growth Strategy

2003

Opening of Boca Raton, FL office

2015

Launch of Global Growth Strategy

2017

Opening of Boston Office

2017

Launch of U.S. Small Company Growth & International Growth strategies

2020

Opening of London Office

2020

Launch of Emerging Markets Strategies

2021

Acquistion of DDJ Capital Management (Credit Strategies)

Meet the Credit Team

2023

Integration of LGM Emerging Markets Team

 

2023

Opening of Hong Kong Office

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OUR REACH

A Fully Integrated Global Management Firm

We deliver our investment strategies to a wide range of clients globally, offering an array of vehicle options to meet their needs. 

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Our Offices

U.S.

Boca Raton, FL

Boston, MA

Waltham, MA

Global

London, U.K.

Hong Kong

Our Distribution Partners

Polen Capital has an extensive network of distribution partners who bring significant reach and expertise.

Firm-Level Dedication to Sustainability

Adhering to high standards in ESG is not only the right thing to do as a firm, we believe it’s essential to creating and maintaining our competitive advantage as an asset manager.

Environmental

Social

Governance

  • Boca Raton and Boston offices in Leadership in Energy and Environmental Design (LEED)-certified buildings
  • Electronic document workflow processes minimize paper use
  • Aim to track and offset our carbon emissions
  • Results-Only Work Environment (ROWE) provides a flexible work environment and contributes to work/life balance
  • Annual training budgets to encourage personal and professional development
  • Partnerships to promote diversity and inclusion in recruitment
  • Corporate sponsorship, volunteerism, and employee charitable gift matching program to strengthen our community
  • Employee-owned; employee goals and incentives aligned with our clients' success
  • Experienced and diverse leadership committees
  • Robust internal Risk and Compliance Committee and processes

Our dedication to our people and our community is steadfast and growing. Learn more about our ESG and sustainability progress.

33%

Operating Committee Diversity

8 Years

"Best Places to Work in Money Management" - P&I

500+

Wishes granted through the Make-A-Wish Golf Tournament

See the report  

Data as of 12-31-2023

Learn more about how our approach goes beyond all expectations.

How can Polen Capital go beyond for you?

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The information provided is for informational purposes only. Opinions and views expressed constitute the judgment of Polen Capital, may involve a number of assumptions and estimates which are not guaranteed, and are subject to change without notice. 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. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice, including any forward-looking estimates or statements which are based on certain expectations and assumptions. The views and strategies described may not be suitable for all clients. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations. This document does not identify all the risks (direct or indirect) or other considerations which might be material when entering any financial transaction.