Polen Asia ex Japan Growth

Investment Objective

Our Asia ex Japan Growth Strategy aims for long-term capital growth through investment in an actively managed portfolio, primarily invested in equity and equity-related securities of companies in the Asian region with the potential for capital appreciation and a growing stream of dividends.

Why Invest in Polen Asia ex Japan Growth?

  • Regional emerging markets growth strategy focused with a strong emphasis on sustainable earnings growth
  • Low portfolio turnover with long-term holding periods
  • Concentrated portfolio of 25-40 high-quality growth companies
  • Focus on companies with sustainable business models, robust balance sheets, proven management teams, and clear alignment of interest between majority and minority shareholders

A High Conviction & Quality Approach

We believe that consistent earnings growth is the primary driver of intrinsic value and long-term stock appreciation. We seek to invest in companies with a durable earnings profile driven by a sustainable competitive advantage, financial strength, sound ESG practices, proven management teams, and powerful products/services. By thinking and investing like a business owner and taking a long-term investment approach, we believe we can preserve capital and provide stability across market cycles.

Product Profile

Number of Holdings 25-40
Style Growth
Benchmark MSCI AC Asia Pacific ex Japan Index

Expertise in High Quality Growth Investing

Satya Dantuloori
Portfolio Manager & Analyst, Emerging Markets Growth
17 years of experience
Damian Bird, CFA
Head of Team, Portfolio Manager & Analyst, Emerging Markets Growth
15 years of experience

Related Perspectives

Polen Capital Management, LLC is an independent registered investment advisor. 

The MSCI AC Asia ex Japan Index is a benchmark representing Asia regional (excluding Japan) equity market performance. The index is maintained by Morgan Stanley Capital International. The volatility and other material characteristics of the indices referenced may be materially different from the performance achieved by an individual investor. In addition, an investor’s holdings may be materially different from those within the index. Indices are unmanaged and one cannot invest directly in an index. The performance of an index does not reflect any transaction costs, management fees, or taxes.

ESG refers to Environmental, Social, and Governance criteria. The Asia ex Japan Growth strategy integrates material environmental, social, and governance (ESG) factors into research analysis as part of a comprehensive evaluation of a company’s long-term financial sustainability. There is a risk that the investment techniques and risk analyses applied, including but not limited to the integration of ESG factors into the research analysis, will not produce the desired results and that legislative, regulatory, or tax developments may affect the investment techniques available. There is no guarantee that the investment objective will be achieved.