Polen International Equity SMA
Our International Equity strategy seeks long-term growth by investing in competitively advantaged non-U.S. companies that we believe are at key inflection points where accelerating revenue and earnings growth may not yet be fully reflected in market expectations.
Experience in Growth Investing
Composite Returns
As of 09-30-2026
Current performance may be lower or higher. Annualized returns are presented for periods greater than one year. Past performance is not indicative of future results. Returns are presented gross and net of management fees and include the reinvestment of all income. Net of fee returns are calculated by deducting a model investment management fee of 0.75% (75 bps) annually, applied monthly. The model fee represents the highest fee applicable to the strategy per the current fee schedule and is intended to reflect the fee most relevant to a prospective investor.
Performance shown represents results achieved at prior firms. Performance shown prior to June 1, 2026 represents results achieved for CastleArk Management ("CastleArk"). The International Equity strategy (the "Strategy") performance from June 1, 2026 onward was achieved at Polen Capital. CastleArk and Polen Capital formed a joint venture co-owned by the Strategy's key personnel in May 2026. This includes Mr. Ajoy Reddi, who has served as the portfolio manager of the Strategy since inception. At all times, Mr. Reddi has had ultimate decision-making authority with respect to the Strategy. Mr. Maneesh Singhal joined the Strategy team on March 1, 2019 and became co-portfolio manager on April 1, 2024. On August 31, 2024, Mr. Singhal left CastleArk and joined Polen Capital. Mr. Singhal rejoined the Strategy team as portfolio manager as part of the joint venture.
Asset figures include discretionary as well as nondiscretionary assets. Capability assets represents the combined assets under management of Polen International Equity and Polen Concentrated International Equity. Benchmark data source: Bloomberg. All data sourced from Polen Capital unless otherwise noted.
Top Ten Holdings (% of Representative Account)
As of 09-30-2026
Holdings are subject to change. The top holdings are as of the period indicated and should not be considered a recommendation to purchase, hold, or sell any particular security.
Portfolio Characteristics
As of 09-30-2026
These characteristics are not intended to reflect any present or future market performance of any Polen Capital portfolio. Financial characteristics (at both a company and portfolio level) may reflect non-GAAP adjustments by our data vendors or Polen Capital employees to reduce the impact of outliers, potentially erroneous figures and/or the impact of one-time charges that we believe are less indicative of the ongoing core businesses in which we invest. These adjustments are generally not made for the benchmark, given its breadth of holdings. These figures are designed to be illustrative of our process and not a report of released accounting data by the listed companies. Additional information is available upon request.
Regional Allocation (% of Representative Account)
As of 09-30-2026
Country classification is based on company headquarters. Emerging market countries are grouped under Emerging Markets, while developed market countries are allocated across remaining regional categories. Subject to change.
GICS Sector Exposure (% of Representative Account)
As of 09-30-2026
Risk Statistics (Since Inception)
As of 09-30-2026
Strategy materials.
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Opinions and views expressed constitute judgment as of the period indicated, may involve assumptions and estimates that are not guaranteed, and are subject to change without notice.
This information has been prepared without taking into account individual objectives, financial situations or needs. As such, it is for informational purposes only and is not to be relied on as, legal, tax, business, investment, accounting, or any other advice. Recipients should seek their own independent financial advice. Investing involves inherent risks, and any particular investment is not suitable for all investors; there is always a risk of losing part or all of your invested capital. There is no assurance that Polen Capital’s investment process or research framework will identify successful investments or that any investment will achieve its objective.
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).
Certain information contained herein is derived from third parties beyond Polen Capital's control or verification and involves significant elements of subjective judgment and analysis. While efforts have been made to ensure the quality and reliability of the information herein, there may be limitations, inaccuracies, or new developments that could impact the accuracy of such information. Therefore, the information contained herein is not guaranteed to be accurate or timely and does not claim to be complete. Polen Capital reserves the right to supplement or amend this content at any time but has no obligation to provide the recipient with any supplemental, amended, replacement or additional information. International Equity strategies invest primarily in non-U.S. securities and are subject to additional risks, including currency fluctuations, political and economic instability, differing accounting standards, and varying regulatory environments.
Polen Capital Management, LLC is an independent registered investment advisor.
Past performance is not indicative of future results.
The MSCI ACWI ex USA Index captures large and mid cap representation across Developed Markets (DM) countries (excluding the US) and Emerging Markets (EM) countries. The index covers approximately 85% of the global equity opportunity set outside the US. It is impossible to invest directly in an index. The performance of an index does not reflect any transaction costs, management fees or taxes.
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