2Q2022 – International Growth Commentary
We seek to rise above market noise by buying businesses based on their fundamentals and consistent, long-term earnings growth
Our International Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of outstanding international businesses with competitive advantages and the potential for sustained superior growth.
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 | 25-35 |
---|---|
Style | Growth |
Benchmark | MSCI ACWI ex USA |
We seek to rise above market noise by buying businesses based on their fundamentals and consistent, long-term earnings growth
We think and behave like rational business owners using a repeatable, time-tested investment approach
Polen Capital Management, LLC is an independent registered investment advisor.
The MSCI ACWI ex USA Index is a market capitalization weighted equity index that measures the performance of large and mid-cap segments across developed and emerging market countries (excluding the U.S). 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.
ESG refers to Environmental, Social, and Governance criteria.