Institutional Investor: “Corner Office” View on Polen Capital’s Culture

CEO Stan Moss explains how the firm’s business model is purpose-built to drive focus on investment outcomes

Article Highlights

Institutional Investor spoke with Polen Capital CEO Stan Moss about what sets the firm apart in an industry where many other asset managers are still wrestling with where and how their employees work.

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  • Polen Capital has long allowed its employees to work from anywhere, well before the COVID-19 pandemic gave rise to remote and hybrid structures. Moss believes that this freedom within a framework has proven effective in attracting high-quality, talented people who want autonomy and flexibility.
  • Polen’s four autonomous investment teams use a shared service infrastructure, drawing upon centralized business management, operations, human resources, legal, compliance, distribution, and marketing resources.
  • In addition to fostering an attractive work environment, Polen seeks talent with an aptitude for perseverance. Candidates with a track record of demonstrable achievement, self-motivation, and resilience are prized above those who merely have the pedigrees of a traditional investment background.

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We want the investment people at Polen Capital as exclusively focused on investing as possible.

—Stan C. Moss, Chief Executive Officer

Important Disclosures
The information provided is for informational purposes only. Opinions and views expressed constitute the judgment of Polen Capital as of July 2022, 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.