Our International Equity strategy seeks long-term growth by investing in competitively advantaged non-U.S. companies that we believe are at key inflection points where accelerating revenue and earnings growth may not yet be fully reflected in market expectations.
Number of Holdings: 65-85
Style: Growth
Benchmark: MSCI ACWI ex-US Index
- Seeking out companies at inflection points where accelerating revenue and earnings growth may be underappreciated by the market.
- A broad view of growth that spans secular growth, cyclical growth, turnarounds, and industry consolidators.
- High-conviction portfolio built through deep fundamental research, scenario analysis, and disciplined risk controls.
We believe identifying key inflection points in company fundamentals, where accelerating revenue and earnings growth may be underappreciated by the market, is central to driving long-term stock price appreciation. Each opportunity is evaluated through a disciplined framework that assesses the durability of the improvement, the degree to which the market may be underestimating the change, and the attractiveness of the risk/reward, with the goal of building a diversified, high-conviction portfolio of 65-85 holdings supported by clear portfolio construction and risk controls.
Portfolio Management
The information on this website is provided for informational purposes only.
Opinions and views expressed constitute judgment as of the period indicated, may involve assumptions and estimates that are not guaranteed, and are subject to change without notice.
This information has been prepared without taking into account individual objectives, financial situations or needs. As such, it is for informational purposes only and is not to be relied on as, legal, tax, business, investment, accounting, or any other advice. Recipients should seek their own independent financial advice. Investing involves inherent risks, and any particular investment is not suitable for all investors; there is always a risk of losing part or all of your invested capital. There is no assurance that Polen Capital’s investment process or research framework will identify successful investments or that any investment will achieve its objective.
No statement herein should be interpreted as an offer to sell or the solicitation of an offer to buy any security (including, but not limited to, any investment vehicle or separate account managed by Polen Capital).
Certain information contained herein is derived from third parties beyond Polen Capital's control or verification and involves significant elements of subjective judgment and analysis. While efforts have been made to ensure the quality and reliability of the information herein, there may be limitations, inaccuracies, or new developments that could impact the accuracy of such information. Therefore, the information contained herein is not guaranteed to be accurate or timely and does not claim to be complete. Polen Capital reserves the right to supplement or amend this content at any time but has no obligation to provide the recipient with any supplemental, amended, replacement or additional information. International Equity strategies invest primarily in non-U.S. securities and are subject to additional risks, including currency fluctuations, political and economic instability, differing accounting standards, and varying regulatory environments.
The information is provided for illustrative purposes only. Opinions and views expressed constitute the judgment of Polen Capital as of the period indicated , may involve a number of assumptions and estimates which are not guaranteed, and are subject to change without update. Although the information and any opinions or views given have been obtained from or based on sources believed to be reliable, no warranty or representation is made as to their correctness, completeness or accuracy. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without update, including any forward-looking estimates or statements which are based on certain expectations and assumptions. The views and strategies described may not be suitable for all clients. This information does not identify all the risks (direct or indirect) or other considerations which might be material to you when entering any financial transaction.
Polen Capital Management, LLC is an independent registered investment advisor.
Past performance is not indicative of future results.
The MSCI ACWI ex USA Index captures large and mid cap representation across Developed Markets (DM) countries (excluding the US) and Emerging Markets (EM) countries. The index covers approximately 85% of the global equity opportunity set outside the US. It is impossible to invest directly in an index. The performance of an index does not reflect any transaction costs, management fees or taxes.
Notice to HK Investors: In Hong Kong, this content is only being made available to persons falling within the "Professional Investors" category defined in the Cofe of Conduct for Persons Licensed by or Registered with the Securities and Futures Commission (SFC). By entering this site, you confirm that you fall within the Professional Investors category and you are accessing the website on your own initiative without any solicitation to do so by Polen Capital HK Limited or one of the funds described herein (each, a "Fund") and that no law or regulation prohibits you from accessing the information on this website. The FUnd is not authorized by the SFC and is not publicly offered to all investors in Hong Kong.