Polen Capital Management, LLC, a high-conviction growth equity investment adviser with a 28-year track record, announced today that its U.S. Small Company strategy is available to investors via a mutual fund. The Polen U.S. Small Company Growth Fund (PBSIX) intends to base the management and make-up of the existing U.S. Small Company Growth strategy. The Fund’s strategy aims to outperform by investing in stocks of businesses that the adviser believes are positioned to capitalize on long-term growth opportunities and have strong financials, a sustainable competitive advantage. We also focus on the potential for durable five-year earnings growth.
The concentrated small company growth offering provides Polen Capital’s time-tested investment philosophy applied to small capitalization companies. “Launching a pooled investment vehicle increases the accessibility of our Small Company Growth strategy and enables the delivery of our value proposition to clients whom might not be able to access the strategy otherwise,” said Stan Moss, Chief Executive Officer of Polen Capital.
Head of the Small Company Growth Team and U.S. Small Company Growth Portfolio Manager Tucker Walsh has managed small cap portfolios and researched small cap companies for more than 25 years and brings a wealth of leadership experience from his roles as CEO and Head of Portfolio Management at Copper Rock Capital.
Launching a pooled investment vehicle increases the accessibility of our Small Company Growth strategy and enables the delivery of our value proposition to clients whom might not be able to access the strategy otherwise.
About the Portfolio Manager
Mr. Walsh joined Polen Capital in 2017. Prior to joining Polen Capital, Mr. Walsh spent 10 years as CEO and Head of Portfolio Management at Copper Rock Capital Partners and nine years as Managing Director and Head of Small Cap Growth Team at State Street Research. He also spent seven years working in research for Cowen & Co., Merrill Lynch & Co., Cowen Asset Management and Chilton Investment Company. Mr. Walsh received a B.A. in Economics from Washington and Lee University.
ABOUT POLEN CAPITAL
Polen Capital is a global investment management firm that provides high valueadded, quality growth investment strategies to sophisticated clients around the world. Since 1989, the firm has been committed to attracting experienced, disciplined investment professionals and building distinctive growth portfolios. Polen Capital’s Large Company Growth Team based in Boca Raton, Florida covers a global equity universe of high-quality growth companies and manages the flagship Focus Growth, Global Growth, and International Growth investment strategies. The Small Company Growth Team based in Boston oversees the U.S. Small Company Growth and International Small Company Growth strategies. Polen Capital serves a wide range of institutional and individual investors. The firm has been recognized by Pensions & Investments as one of the industry’s “Best Places to Work.”
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