We focus on companies with strong balance sheets that we believe can fund their own growth in any environment.
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
Many forward-thinking companies took the opportunity to increase their competitive advantage amid COVID-19.
We believe identifying and owning exceptional businesses will drive significant absolute and relative returns over the long run.
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.