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: 25-45
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

Polen Emerging Markets Growth

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

Polen Asia ex Japan Growth

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

Emerging Markets Equity, China

Polen China Growth

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

Emerging Markets Equity, India

Polen India 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: 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

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

Find out how Polen Capital can go beyond for you.

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