Going beyond.
Beyond expectations. Beyond fundamentals. Beyond commitment.
We are a team of experienced investment industry professionals who share an unwavering commitment to our clients, community and each other. For more than three decades, we have been dedicated to serving investors by managing active, high-conviction portfolios. At Polen Capital, we have built a culture of results, and in this, an inherent belief in going beyond what’s expected for the people and communities we serve.
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.
Our autonomous investment teams all maintain a singular focus on upholding the integrity of our investment process. Each day, our shared desire to make a meaningful difference in the lives of our investors drives our decision-making.
Boston
London
Hong Kong
Worldwide
(03-31-2023)
1979
Firm founded
1989
Launch of Focus Growth Strategy
2003
Opening of Boca Raton, FL office
2010
$1B Total Assets
Launch of first Mutual Fund
2013
$5B Total Assets
Launch of first UCITS
2015
Launch of Global Growth Strategy
2016
$11B Total Assets
Launch of first Collective Investment Trust
2017
$17B Total Assets
Opening of Boston, MA office
Launch of U.S. Small Company Growth Strategy
Launch of International Growth Strategy
2019
$34B Total Assets
Launch of International Small Company Growth Strategy
2020
$59B Total Assets
Opening of London, UK office
Launch of Emerging Markets Growth Strategy
Launch of U.S. SMID Company Growth Strategy
2021
$83B Total Assets
Launch of Global SMID Company Growth Strategy
Acquisition of DDJ Capital Management
2022
$55B Total Assets
Launch of Emerging Markets ex-China Growth Strategy
Opening of Waltham, MA office
Launch of first Private Fund
2023
Integration of LGM Emerging Markets team
Opening of Hong Kong office
Working for real people and helping them to achieve their hopes, dreams and financial goals is what motivates us to give our absolute best day in and day out.
We’re passionate about making a meaningful difference in the lives of investors entrusting us with their financial well-being.
We are committed as a team of individuals to pursuing the betterment of communities and the environment in which we work and live.