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
Related Perspectives
2Q2020 – U.S. SMID Company Growth 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.
A Business Owner’s Mindset: Investing Through a Pandemic
All-season durable growth companies, in our experience, are led by management teams that focus on long-term value creation—they operate with a business owner’s mindset.
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.