Podcast: Navigating International Markets & Valuation with a Long-Term Lens
Daniel Fields talks growth investing internationally, navigating China, the role of valuation & the macro in the research process
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, 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.
Product Profile
| Number of holdings | 25-35 |
|---|---|
| Style | Growth |
| Benchmark | MSCI ACWI ex USA |
Expertise in High Quality Growth Investing
Related Perspectives
The Quality Quotient in Long-Term Alpha
Linking earnings power, financial stability, and competitive moats to results
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.
ESG refers to Environmental, Social, and Governance criteria.