Our International Small Cap 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 Small Cap
- 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
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.
Polen Capital Management, LLC is an independent registered investment advisor.
Past performance is not indicative of future results.
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. It is impossible to invest directly in an index. The performance of an index does not reflect any transaction costs, management fees, or taxes.
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