Polen Global SMID Company Growth

Investment Objective

Our Global SMID Company 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 SMID Company 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 SMID Cap

Expertise in High Quality & Growth Investing

Rob Forker
Portfolio Manager & Analyst
20 years of experience

Related Perspectives

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

The MSCI ACWI SMID Cap Index captures mid and small cap representation across 23 Developed Markets (DM) and 27 Emerging Markets (EM) countries. With 7,800 constituents, the index covers approximately 28% of the free float-adjusted market capitalization in each country.

ESG refers to Environmental, Social, and Governance criteria.