Strategy

Polen India Growth

Our India Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of competitively advantaged businesses in India with potential for sustainable, above-average earnings growth.

Number of Holdings: 25-40
Style: Growth
Benchmark: MSCI India Index

  • India equity growth strategy focused with a strong emphasis on sustainable earnings growth
  • Low portfolio turnover with long-term holding periods
  • Concentrated portfolio of 25-40 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 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.

Find out how Polen Capital can go beyond for you.

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

The MSCI India Index is designed to measure the performance of the large and mid cap segments of the Indian market. The index is maintained by Morgan Stanley Capital International. The volatility and other material characteristics of the indices referenced may be materially different from the performance achieved by an individual investor. In addition, an investor’s holdings may be materially different from those within the index. Indices are unmanaged and one cannot 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 India 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.