Our Hong Kong Equity strategy seeks to achieve long-term growth by building a concentrated portfolio of competitively advantaged businesses in Hong Kong with potential for sustainable, above-average earnings growth.
Number of Holdings: 40-50
Style: Growth
Benchmark: Hang Seng Index
- Hong Kong equity growth strategy focused with a strong emphasis on sustainable earnings growth
- Low portfolio turnover with long-term holding periods
- Concentrated portfolio of 40-50 high-quality growth companies
- Focus on companies with sustainable business models, robust balance sheets, proven management teams, and clear alignment of interest between majority and minority shareholders
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 sustainability 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
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Polen Capital HK Limited is incorporated in Hong Kong under the Business Registration Number 14954504 and has its registered office at Room 8605, 86/F, International Commerce Centre, 1 Austin Road West, West Kowloon, Hong Kong. It is authorized and regulated in Hong Kong by the SFC with central entity number ABA410. This website and its contents have not been reviewed by the SFC.
Polen Capital Management, LLC is an independent registered investment advisor.
The Hang Seng Index, the most widely quoted gauge of the Hong Kong stock market, includes the largest and most liquid stocks listed on the Main Board of the Stock Exchange of Hong Kong. The index includes both price changes and dividend payments. Declared after-tax net dividends are used in the dividend payment calculation. The index is maintained by Hang Seng Indexes Company Limited. 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 Hong Kong Equity 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.