Polen Global Growth

Investment Objective

Our Global Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of outstanding global businesses with competitive advantages and the potential for sustained superior growth.

Why Invest in Polen Global Growth?

  • Global growth strategy with a strong emphasis on sustainable earnings growth
  • Focus on companies with high returns on capital and double-digit earnings growth
  • 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 25-35
Style Growth
Benchmark MSCI ACWI

Expertise in High Quality Growth Investing

Damon Ficklin
Head of Team, Portfolio Manager & Analyst
20 years of experience
Jeff Mueller
Portfolio Manager & Analyst
8 years of experience

Related Perspectives

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

The primary benchmark for the strategy is the MSCI ACWI which captures large and mid cap representation across 23 Developed Markets (DM) and 24 Emerging Markets (EM) countries. With 2,470 constituents, the index covers approximately 85% of the global investable equity opportunity set. Indices are unmanaged and one cannot invest directly in an index.

ESG refers to Environmental, Social, and Governance criteria.