Our differentiated approach to small cap investing widens the lens—leveraging multiple analytical perspectives to uncover opportunities. Through seeing growth differently, we aim to deliver durable long-term results.
Investment Philosophy
Start with inclusion, not elimination. We see more, then we see more clearly.
See More: Three Disciplines
We seek to identify inflection points in a company's earnings power and invest before the market recognizes them.
To identify these windows of opportunity, we apply a three-discipline approach—fundamental, thematic, and technical—whereas relying on a single lens often misses the full picture.
See More Clearly: Five Perspectives
We believe many investors seek perfect stocks and end up limiting their opportunities by excluding options too early.
Our process uses five distinct perspectives to build a balanced view of each investment. It allows the “weight of the evidence” to guide our efforts to reduce opportunity cost while optimizing for what we view as the best current opportunities.
Evaluating stocks from multiple perspectives helps us determine the overall attractiveness of an investment.
We’ve designed a process that harnesses the power of themes with the discipline of fundamental analysis and the timeliness of technical analysis.
This theme has evolved over time, starting with solar in 2005 and wind shortly thereafter. The world wanted and needed a better alternative to coal and oil. More recently, as EVs began to ramp up, the intermittency shortcoming of solar and wind became apparent, which highlighted the consistency of nuclear as AI datacenters turbocharged demand.
Electricity supply is likely in short supply worldwide, and supply chain companies are beneficiaries.
AI is a very broad theme comprised of many sub-themes and that speaks to its unique role as perhaps the most transformative general-purpose technology of our lifetimes, with wide ranging implications across various sectors and industries.
Looking ahead, we expect AI to deliver countless breakthrough innovations and efficiencies and the companies both helping to power the AI build out and integrate it into applications stand to benefit most.
In the broadest sense, genomics represents a revolution that shapes our understanding of life, and its applications span medicine, agriculture, and environmental science.
In the years ahead, we believe genomics will lead to advances in medicine, such as personalized treatments, better testing and diagnostics for predicting disease, improved drug development, and, in agriculture, enhanced crop yields.
The aerospace theme cuts across both the commercial aerospace supply chain as well as next generation modes of transportation.
Starting with the Boeing 737 Max groundings in 2018 and then compounding with supply chain issues amid COVID, backlogs for airplane deliveries are now over a decade long. Companies integral to ramping deliveries are likely to be immune to any economic softness that affects the economy at large.
As of 30-Jun-2025. This content is very limited in their scope and are not meant to provide comprehensive descriptions or discussions of the topics mentioned herein. No statement herein should be interpreted as an offer to sell or the solicitation of an offer to buy any security (including, but not limited to, any investment vehicle or separate account managed by Polen Capital). Any statements made by Polen Capital regarding future events or expectations are forward-looking statements and are based on current assumptions and expectations. Such statements involve inherent risks and uncertainties and are not a reliable indicator of future performance. Actual results may differ materially from those expressed or implied.
An Experienced, Process-Driven Team
Our team reflects a culture built on strength and collaboration, dedicated to delivering enduring value for our clients. We aim to identify investment opportunities driven by competitive advantage, thematic shifts, and cyclical trends.
Polen Capital Management, LLC is an independent registered investment advisor.
The information is provided for illustrative purposes only. Opinions and views expressed constitute the judgment of Polen Capital as of the period indicated , may involve a number of assumptions and estimates which are not guaranteed, and are subject to change without update. 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 update, 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. This information does not identify all the risks (direct or indirect) or other considerations which might be material to you when entering any financial transaction.
