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

Polen Focus Growth

Number of holdings: 20-30
Portfolio managers: Large Company Growth Team

Global Equity, Large Cap

Polen Global Growth

Number of holdings: 25-35
Portfolio managers: Large Company Growth Team

International Equity, Large Cap

Polen International Growth

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: 25-40
Portfolio managers: Small Company Growth Team

U.S. Equity, SMID Cap

Polen U.S. SMID Company Growth

Number of holdings: 25-35
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

International Equity, Small Cap

Polen International Small Company Growth

Number of holdings: 25-40
Portfolio managers: Small Company Growth Team

International Equity, Emerging Markets

Polen Global Emerging Markets Growth

Number of holdings: 25-40
Portfolio managers: Emerging Markets Growth Team

International Equity, Emerging Markets

Polen Emerging Markets ex China Growth

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: 60-90
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

Polen Bank Loan

Number of issuers: 60-90
Portfolio managers: High Yield Team

U.S. Fixed Income, High Yield

Polen Total Return Credit

Number of issuers: 25-45
Portfolio managers: High Yield Team