Polen Capital Slide 1

Investing in Great Global Businessesfor the Long-Term

International Small Company Growth Strategy

The International Small Company Growth strategy, launched in 2019, applies the same philosophy and process used in the U.S. Small Company Growth strategy but invests exclusively in high-quality small growth 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 Small Company Growth strategy looks to generate returns by identifying dynamic companies in the fastest growing sectors that offer the potential for sustained, above-average growth in revenues and earnings. Companies must meet the following criteria:

  • Consistent above-average earnings per share growth
  • Earnings stability
  • Robust or increasing margins
  • Ability to generate internal cash flow to fund their growth
  • Strong return on capital over a sustained period
  • Shareholder-oriented management team

Once a company has been added to the portfolio, we monitor it closely to be sure it continues to live up to our initial analysis. Our research-intensive investment process enables us to not only identify unique growth opportunities in the small company universe but to also maintain a deep understanding of a company's financial position and its ability to continue to deliver strong earnings growth.

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