Beyond Borders
Polen Capital Offering for Wells Fargo Advisors
Your focus is on taking care of your clients and supporting their vision of financial independence. At Polen Capital, we want to help you achieve that. Our firm’s mission is to preserve and grow client assets to protect their present and enable their future. We serve our equity investors by providing concentrated portfolios of what we believe to be the highest-quality companies in the world.
Available on Wells Fargo’s UMA Platform
Polen Global Growth →
Our Equity Investment Philosophy
We invest in companies that our rigorous, bottom-up research indicates have sustainable competitive advantages, superior financial strength, proven management teams, and powerful products or services.
In our view, consistent earnings growth is the primary driver of intrinsic value and long-term stock appreciation. Accordingly, our efforts focus on identifying and then building concentrated portfolios of companies we believe can deliver sustainable, above-average earnings growth over the long term.
Concentrated Portfolio: High Active Share + Best Ideas
Risk Management: Durable Business + Sustainable Competitive Advantage
Hold Period: Long-Term Time Arbitrage
Outcome Orientation: Absolute Return Mentality
We are committed to pursuing a high conviction strategy designed to add value and grow the assets of our clients over the long-term.
—Damon Ficklin, Head of Team, Portfolio Manager & Analyst
Latest Perspectives & News
Beyond Fundamentals: Beauty Care & Cosmetics
Jeff Mueller shares his view of the global beauty industry and what sets the leaders apart
FA Magazine: Foreign Growth Stocks—A Diamond in the Rough?
Polen Global Growth portfolio manager Jeff Mueller shares his view on unique quality growth investment opportunities around the world