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.

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.