Polen U.S. SMID Company Growth

Investment Objective

Our U.S. SMID 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 U.S. SMID Company Growth?

  • U.S. growth strategy with a strong emphasis on sustainable growth
  • Focus on companies with high returns on capital and double-digit 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.

Product Profile

Number of holdings 25-35
Style Growth
Benchmark Russell 2500 Growth

Expertise in High Quality & Growth Investing

Rayna Lesser Hannaway, CFA
Portfolio Manager & Analyst
24 years of experience

Related Perspectives

- Commentary

We invest in companies that we think will benefit from long-term trends and have durable business models regardless of whether we are in a “risk-on” or “risk-off” market.

- Commentary

We seek to invest in exceptional small- and mid-sized companies that are uniquely positioned and have repeatable growth, robust business models, and exceptional management teams who consistently invest to drive sustainable growth.

Polen Capital Management, LLC is an independent registered investment advisor. 

The Russell 2500® Growth Index measures the performance of those Russell 2500 companies with higher price/book ratios and higher forecasted growth values.