Polen International Small Company Growth

Investment Objective

Our International Small Company 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 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, 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 Small Cap

Expertise in High Quality & Growth Investing

Rob Forker
Portfolio Manager & Analyst, Small Company Growth
21 years of experience
Troy Renauld, CFA
Portfolio Manager & Analyst, Small Company Growth
8 years of experience

Related Perspectives

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.