Polen U.S. Small Company Growth
Our U.S. Small Company Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of outstanding businesses with competitive advantages and the potential for sustained superior growth.
Why Invest in Polen Small Company Growth?
- U.S. 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, 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.
|Number of holdings||25-35|
|Benchmark||Russell 2000 Growth|
Expertise in High Quality & Growth Investing
The strategy taps into our small-cap investing expertise by seeking to capture attractive companies earlier in their lifecycle and allowing us to hold ‘winners’ for longer.
Our mindset differs from investors who try to capitalize on shorter-term price arbitrage–we seek companies that offer infinite opportunities through long-term compounding.
Polen Capital Management, LLC is an independent registered investment advisor.
The Russell 2000® Growth Index measures the performance of those Russell 2000 companies with higher price/book ratios and higher forecasted growth values.