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, 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

Damian Bird, CFA
Head of Team, Portfolio Manager & Analyst
11 years of experience

Related Perspectives

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.