Polen Global Emerging Markets Growth
Investment Objective
Our Global Emerging Markets Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of outstanding emerging markets businesses with competitive advantages and the potential for sustained superior growth.
Why Invest in Polen Global Emerging Markets Growth?
- Global emerging markets growth strategy with a strong emphasis on sustainable earnings growth
- Focus on companies with high returns on capital and deep competitive moats
- Concentrated portfolio of approximately 30 high-quality growth companies
- Low portfolio turnover with long-term holding periods
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, superior 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 Emerging Markets Index |
Expertise in High Quality Growth Investing
Related Perspectives
1Q2021 – Global Emerging Markets Growth Commentary
We remain confident that the Portfolio owns a collection of competitively advantaged companies that are well-positioned to structurally grow their businesses over the next decade.
4Q2020 – Global Emerging Markets Growth Commentary
We are extremely pleased with the underlying business performance of our Portfolio companies in 2020, and we feel increasingly positive about their 2021 outlook.
Polen Capital Management, LLC is an independent registered investment advisor.
The MSCI Emerging Markets Index captures large-and mid-cap representation across 26 emerging markets countries. The MSCI Emerging Markets Index is maintained by Morgan Stanley Capital International. It is impossible to invest directly in an index.
ESG refers to Environmental, Social, and Governance criteria.