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.

Meet the team →
Meet the Advisory Board →

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.

Explore our strategies →

Boca Raton
Boston
London
208
Employees
Worldwide
(09-30-2022)

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 Global 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

Launch of Global Emerging Markets ex-China Growth Strategy

Opening of Waltham, MA office

Launch of first Private Fund

Our Why →

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.

Culture →

We’re passionate about making a meaningful difference in the lives of investors entrusting us with their financial well-being.

Community →

We are committed as a team of individuals to pursuing the betterment of communities and the environment in which we work and live.