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Investing in Great Global Businessesfor the Long-Term

Polen U.S. Small Company Growth Fund (U.S. Mutual Fund)

The Polen U.S. Small Company Growth Fund seeks to achieve long-term growth of capital with an active investment process that relies on in-depth research to uncover competitively advantaged companies that meet our investment criteria.

The Polen U.S. Small Company Growth Fund, co-managed by Tucker Walsh and Rayna Lesser-Hannaway in a similar manner to our U.S. Small Company Growth SMA, invests in a focused portfolio of high-quality small growth companies that have a sustainable competitive advantage and are less likely to ebb and flow with market events.

We primarily seek to control risk at the individual security level. As bottom-up stock pickers, we evaluate the companies in our coverage list one at a time.

Tucker Walsh   |   Head of the Small Company Growth Team & Portfolio Manager

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