Polen Focus Growth

Investment Objective

Our Focus Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of competitively advantaged businesses with sustainable, above-average earnings 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 earnings growth
  • Concentrated portfolio of approximately 25 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, 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 20-30
Style Growth
Benchmark Russell 1000 Growth

Experience in High Quality Growth Investing

Dan Davidowitz, CFA
Portfolio Manager & Analyst, Large Company Growth
24 years of experience
Brandon Ladoff
Portfolio Manager & Director of Sustainable Investing, Large Company Growth
10 years of experience

Related Perspectives

- Thought Capital, Video

Watch as Polen Focus Growth portfolio manager Dan Davidowitz hosts an engaging & timely conversation on market opportunities & challenges

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

The Russell 1000® Growth Index is a market capitalization weighted index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The index is maintained by the FTSE Russell, a subsidiary of the London Stock Exchange Group. The S&P 500® Index is a market capitalization weighted index that measures 500 common equities that are generally representative of the U.S. stock market. The index is maintained by S&P Dow Jones Indices. 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. The Focus 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.