Investing in International Small Caps: The Polen Capital Approach

Key Highlights

Polen Capital’s International Small Company Growth Strategy follows the same time-tested investment approach and philosophy as all Polen Capital strategies. The philosophy is predicated on three key pillars: quality, concentration, and growth.

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We construct portfolios with the simple goal of aiming to deliver double-digit investment returns with lower levels of risk.

We believe this philosophy embodies Polen Capital’s mission statement: to preserve and grow our clients’ assets to protect their present and enable their future.

Our International Small Company Growth Strategy adheres to Polen’s five time-tested guardrails, ensuring that we seek to own only the highest-quality companies we can find. Our desired quality characteristics include robust organic revenue growth, stable to improving margins, high adjusted returns, abundant cash flow, and strong balance sheets.

Additionally, Polen Capital’s International Small Company Growth team assesses business quality in conjunction with our Investment Flywheel, as shown below. This is a disciplined and repeatable framework that we believe captures the characteristics needed for a company to grow and compound its value sustainably.

Graphic showing the Polen Small Company Growth flywheel attributes

We think the international small-cap space is ripe with compelling investment opportunities for the Polen investing discipline, and expect the small companies we own today will be tomorrow’s large-caps as they compound their growth over the long term.

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Important Disclosures
The information in this document is provided for informational purposes only. Opinions and views expressed constitute the judgment of Polen Capital as of the date of this document, 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 to you when entering any financial transaction.