Strategies
Polen Capital is a global investment manager delivering active, high-conviction equity and high yield strategies to a wide range of clients.
U.S. Equity, Large Cap
Number of holdings: 20-30
Portfolio managers: Large Company Growth Team
Global Equity, Large Cap
Number of holdings: 25-35
Portfolio managers: Large Company Growth Team
International Equity, Large Cap
Number of holdings: 25-35
Portfolio managers: Large Company Growth Team
U.S. Equity, Small Cap
Polen U.S. Small Company Growth
Number of holdings: 25-45
Portfolio managers: Small Company Growth Team
U.S. Equity, SMID Cap
Polen U.S. SMID Company Growth
Number of holdings: 25-40
Portfolio managers: Small Company Growth Team
Global Equity, SMID Cap
Polen Global SMID Company Growth
Number of holdings: 25-40
Portfolio managers: Small Company Growth Team
Emerging Markets Equity, Diversified Emerging Markets
Number of holdings: 25-40
Portfolio managers: Emerging Markets Growth Team
Emerging Markets Equity, Diversified Emerging Markets
Polen Emerging Markets ex China Growth
Number of holdings: 25-40
Portfolio managers: Emerging Markets Growth Team
Emerging Markets Equity, Diversified Emerging Markets Small Cap
Polen Emerging Markets Small Company Growth
Number of holdings: 25-40
Portfolio managers: Emerging Markets Growth Team
Emerging Markets Equity, Asia Pacific
Number of holdings: 25-40
Portfolio managers: Emerging Markets Growth Team
Emerging Markets Equity, China
Number of holdings: 25-40
Portfolio managers: Emerging Markets Growth Team
Emerging Markets Equity, India
Number of holdings: 25-40
Portfolio managers: Emerging Markets Growth Team
U.S. Fixed Income, High Yield
Polen U.S. Opportunistic High Yield
Number of issuers: 70-90
Portfolio managers: High Yield Team
U.S. Fixed Income, High Yield
Polen Upper Tier U.S. High Yield
Number of issuers: 80-110
Portfolio managers: High Yield Team
U.S. Fixed Income, Bank Loan
Number of issuers: 60-90
Portfolio managers: High Yield Team
U.S. Fixed Income, High Yield
Number of issuers: 25-45
Portfolio managers: High Yield Team