We seek to opportunistically seize on market inefficiencies to strengthen the Portfolio for the long term
Polen International Small Company Growth
Our International Small Company Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of competitively advantaged international businesses with sustainable, above-average earnings growth.
Why Invest in Polen International Small Company 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, 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|
|Benchmark||MSCI ACWI ex USA Small Cap|
Expertise in High Quality & Growth Investing
High conviction in quality small- and mid-cap businesses, “high hopes” for a path to recovery
Polen Capital Management, LLC is an independent registered investment advisor.
The MSCI ACWI ex USA Small Cap Index is a market capitalization weighted equity index that measures the performance of the small-cap segment across developed and emerging markets (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. The International Small Company Growth strategy integrates material environmental, social, and governance (ESG) factors into research analysis as part of a comprehensive evaluation of a company’s long-term financial sustainability. There is a risk that the investment techniques and risk analyses applied, including but not limited to the integration of ESG factors into the research analysis, will not produce the desired results and that legislative, regulatory, or tax developments may affect the investment techniques available. There is no guarantee that the investment objective will be achieved.