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Investing in Great Global Businessesfor the Long-Term

Polen U.S. Small Company Growth (SMA)

Our U.S. Small Company Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of Small Cap U.S. companies that have sustainable competitive advantages. The strategy is available through Separately Managed Accounts (SMAs) which are all managed to Polen Capital’s model portfolio. Polen Capital actively manages SMAs for a variety of client types including endowments, sovereign nations, foundations, corporations, public funds and high-net worth individuals and families.

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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