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.
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.