About Us
Investing with Experience, Vision, and Purpose
What We Do
We are here to help our clients achieve better futures. We are independent-minded investors who plan and act for the long term.
Our clients and community drive every decision we make. Helping people achieve their hopes, dreams, and financial goals is what motivates us to give our absolute best, day in and day out. This is our why.
ImageAutonomous, Disciplined Investment Teams
We follow a time-tested approach to research and decision-making, all supported by a centralized infrastructure designed to amplify each team’s success.
At a Glance
Key Moments
Our History
OUR REACH
A Fully Integrated Global Management Firm
We deliver our investment strategies to a wide range of clients globally, offering an array of vehicle options to meet their needs.
Our Offices
U.S.
Boca Raton, FL
Boston, MA
Waltham, MA
Global
London, U.K.
Hong Kong
Our Distribution Partners
Polen Capital has an extensive network of distribution partners who bring significant reach and expertise.
Firm-Level Dedication to Sustainability
We are committed to a high level of standards for our clients, colleagues, and community.
Environmental
Employees & Community
Governance
- Boca Raton and Boston offices in Leadership in Energy and Environmental Design (LEED)-certified buildings
- Electronic document workflow processes minimize paper use
- Aim to track and offset our carbon emissions
- Results-Only Work Environment (ROWE) provides a flexible work environment and contributes to work/life balance
- Annual training budgets to encourage personal and professional development
- Partnerships to promote diversity and inclusion in recruitment
- Corporate sponsorship, volunteerism, and employee charitable gift matching program to strengthen our community
- Employee-owned; employee goals and incentives aligned with our clients' success
- Experienced and diverse leadership committees
- Robust internal Risk and Compliance Committee and processes
Learn more about our sustainability progress:
33%
Operating Committee Diversity
9 Years
"Best Places to Work in Money Management" - P&I
600+
Wishes granted through the Make-A-Wish Golf & Pickleball Tournament
Data as of 12-31-2023
The information provided is for informational purposes only. Opinions and views expressed constitute the judgment of Polen Capital, may involve a number of assumptions and estimates which are not guaranteed, and are subject to change without notice. Although the information and any opinions or views given have been obtained from or based on sources believed to be reliable, no warranty or representation is made as to their correctness, completeness or accuracy. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice, including any forward-looking estimates or statements which are based on certain expectations and assumptions. The views and strategies described may not be suitable for all clients. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations. This document does not identify all the risks (direct or indirect) or other considerations which might be material when entering any financial transaction.
Polen Capital was named to Pensions & Investments Best Places to Work in Money Management in the category for asset managers with 100-499 employees as of December9, 2024. The Best Places to Work Award is managed by Best Companies Group (BCG) and requires participating organizations to complete a two-part process. The first part evaluates workplace policies, practices, and demographics and is worth approximately 25% of the total evaluation. The second part consists of an employee survey to measure the employee experience and is worth approximately 75% of the total evaluation. The combined scores determine the top companies and which companies are included on the list. There is no cost to participate. BCG is compensated by Polen Capital for advertising and licensing fees.