Polen Capital Slide 1

Investing in Great Global Businessesfor the Long-Term

Polen Focus Growth (SMA)

Our Focus Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of primarily Large Cap U.S. companies that have sustainable competitive advantages. The strategy is available through Separately Managed Accounts (SMAs) which are all managed to Polen Capital's model portfolio, regardless of size. Polen Capital actively manages SMAs for a variety of client types including endowments, sovereign nations, foundations, corporations, public funds and high net worth individuals and families.

We believe that we have a sustainable competitive advantage in our investment approach, driven by our concentration, long-term orientation and discipline.

Dan Davidowitz   |   Head of the Large Company Growth Team & Portfolio Manager

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