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, 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.
|Number of holdings||25-35|
|Benchmark||Russell 2000 Growth|
Expertise in High Quality & Growth Investing
One year after the onset of the pandemic, we remain very excited about the results the Portfolio companies continue to deliver.
Short-term rotations have no bearing on how we invest. We believe long-term returns will ultimately reflect the long-term growth of cash flow and earnings of our companies.
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.
ESG refers to Environmental, Social, and Governance criteria.