Going beyond.
Beyond expectations. Beyond fundamentals. Beyond commitment.
Polen Capital is a team of experienced investment industry professionals who share an unwavering commitment to our clients, community and each other. We have been dedicated to serving investors by providing concentrated portfolios of the highest-quality companies for more than three decades. 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 believe that an important part of growing our clients’ assets also includes preserving them. To pursue this, we adhere to a time-tested process of researching and analyzing the highest-quality companies around the globe—seeking only the best to build highly concentrated portfolios. Then, we invest for the long haul and with a business owner’s mindset—giving these companies time to grow. This singular focus and consistent investment process transcend market capitalizations and borders. We remain passionate about our mission to protect and grow capital while identifying unique opportunities to access and invest in the most sustainable businesses worldwide.
For us, quality is more than just a word. It is a promise and a never-ending pursuit. Everything we do is focused on giving good people what they deserve in life, by evolving our investment firm the right way. This means with integrity, with devoted people, with progressive business practices, and with the highest-quality investments. We’re more than just passionate about making a meaningful difference in the lives of our investors. It is our purpose and it drives every decision we make.
Boston
London
1979
Firm founded
1989
Launch of Focus Growth Strategy
2010
$1B Total Assets
1st Mutual Fund: Polen Growth Fund
2013
$5B Total Assets
1st UCITS Fund
2015
Launch of Global Growth Strategy
2016
$11B Total Assets
1st 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 Global Emerging Markets Growth Strategy
Launch of U.S. SMID Company Growth Strategy
2021
Launch of Global SMID Company Growth Strategy
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.