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.

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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

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