To help with year-end tax & investment planning, download Polen Capital’s 2021 capital gain distribution estimates (actuals will be available in December).
Polen Focus Growth
Our Focus Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of outstanding businesses with competitive advantages and the potential for sustained superior growth.
Why Invest in Polen Focus Growth?
- U.S. growth strategy with a strong emphasis on sustainable earnings growth
- Focus on companies with high returns on capital and double-digit total returns
- Concentrated portfolio of approximately 20 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.
|Number of holdings||20-30|
|Benchmark||Russell 1000 Growth|
Experience in High Quality Growth Investing
We think the best way to offset valuation compression is through investing in companies that can contribute continuous and robust earnings growth to the Portfolio.
We much prefer aligning our clients with businesses that we believe have favorable long-term earnings power rather than getting wrapped up in short-term trades.
Polen Capital Management, LLC is an independent registered investment advisor.
The S&P 500 Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Growth Index companies with higher price-to book ratios and higher forecasted growth values. It is impossible to invest directly in an index. The performance of an index does not reflect any transaction costs, management fees, or taxes.
ESG refers to Environmental, Social, and Governance criteria.