Strategy

Polen Global Growth

ETF Managed Account Mutual Fund UCITS

Our Global Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of competitively advantaged businesses with potential for sustainable, above-average earnings growth.

Number of Holdings: 25-35
Style: Growth
Benchmark: MSCI ACWI

  • 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

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.

Portfolio Management

Expertise in High Quality Growth Investing

Meet the Large Company Growth Team

Recent Portfolio Commentary

Commentary 3 Min

Global Growth Commentary
Despite the sharp year-to-date selloff, we feel positive about our long-term positioning and will look to take advantage of compelling opportunities resulting from continued volatility.
Commentary 2 Min

Focus Growth Commentary
With strategic investments in software- and services-oriented companies possessing robust pricing power, recurring revenues, and competitive advantages, we remain confident in our strategy and optimistic amid market uncertainties.
Commentary 3 Min

International Growth Commentary
As historical trends show U.S. outperformance often reverses amid economic volatility, it seems the sun is rising on international equities after 15 years of U.S. equity leadership and dollar strength.

Learn more about our Large Company Growth Strategies.

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

The MSCI ACWI Index is a market capitalization weighted equity index that measures the performance of large and mid-cap segments across developed and emerging market countries. 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.

ESG refers to Environmental, Social, and Governance criteria. The Global 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.

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