Polen International Growth

Investment Objective

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.

Why Invest in Polen International Growth?

  • International 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 30 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, superior financial strength, 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 25-35
Style Growth
Benchmark MSCI ACWI ex USA

Expertise in High Quality Growth Investing

Todd Morris
Portfolio Manager & Analyst
9 years of experience
Daniel Fields, CFA
Portfolio Manager & Analyst
13 years of experience

Related Perspectives

- Commentary

In the fourth quarter, the Portfolio outperformed the Index and our holdings in the information technology, consumer discretionary, and health care sectors contributed most to Portfolio returns.

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

The primary benchmark for the strategy is the MSCI ACWI ex USA which captures large and mid cap representation across 22 Developed Markets (DM) and 24 Emerging Markets (EM) countries. With 2,137 constituents, the index covers approximately 85% of the global equity opportunity set outside the U.S. Indices are unmanaged and one cannot invest directly in an index.