The Polen International Growth strategy, launched in 2017, applies the same time-tested philosophy and process used in the Focus Growth and Global Growth strategies but invests exclusively in businesses domiciled outside of the United States. As such, we adjust for macroeconomic and country-specific influences that can impact the relative performance of foreign stocks
The International Growth strategy seeks investments in competitively-advantaged foreign businesses with long-term growth opportunities and strong financial positions. The strategy specifically offers:
We will avoid businesses that are cyclical, commoditized or state-controlled. We also avoid or minimize exposure to businesses located in countries with excessive currency or inflation risk, or with a political system that does not foster viable and transparent business growth.