Polen Capital Slide 1

Investing in Great Global Businessesfor the Long-Term

U.S. Small Company Growth Strategy

The U.S. Small Company Growth investment strategy, launched in 2017, focuses on several key objectives: build a portfolio of high-quality small growth companies that we believe can deliver double-digit earnings per share growth over the next five years while incurring low to moderate risk. Our Small Company Growth Team looks to generate returns by identifying dynamic companies in the fastest growing sectors that offer the potential for sustained, above-average growth in revenues and earnings. Companies must meet the following criteria:

  • Consistent above-average earnings per share growth
  • Earnings stability
  • Robust or increasing margins
  • Ability to generate internal cash flow to fund their growth
  • Strong return on capital over a sustained period
  • Shareholder-oriented management team

Once a company has been added to the portfolio, we monitor it closely to be sure it continues to live up to our initial analysis. Our research-intensive investment process enables us to not only identify unique growth opportunities in the small company universe but to also maintain a deep understanding of a company's financial position and its ability to continue to deliver strong earnings growth.

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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