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

Related Perspectives

Polen Capital Management, LLC is an independent registered investment advisor.

The primary benchmark for the strategy is the MSCI ACWI ex USA Small Cap Index which captures large and mid cap representation across 22 of 23 Developed Markets (DM) countries (excluding the US) and 26 Emerging Markets (EM) countries. With 4,207 constituents, the index covers approximately 14% of the global equity opportunity set outside the US. Indices are unmanaged and one cannot invest directly in an index.

ESG refers to Environmental, Social, and Governance criteria.