Investment Philosophy
Our philosophical pillars guide our search for long-term compounding machines across our growth equity and credit platforms.
Growth Equity
Polen Growth Equity Strategies
Credit
Polen Credit StrategiesInvestment Talent
Large Company Growth
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Small Company Growth
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Emerging Markets Growth
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Credit
Meet the teamMaintaining the integrity of our investment process is paramount. We have designed our operating model to keep our investment professionals solely focused on delivering investment results.
Our Approach to Fundamental Investing is Sustainable Investing
First and foremost, we aim to invest in businesses that we believe are positioned to deliver unique value to stakeholders today and in the future. In our analysis, we focus on business issues we believe to be material to long-term stakeholder interests.
- We focus on a company’s value proposition and competitive advantages and objectively assess the value of the company through key stakeholders’ eyes.
- We evaluate the initiatives companies are undertaking to amplify the value and mitigate the risks their stakeholders see and to strengthen their competitive advantages over time.
- We integrate material business issues into our comprehensive bottom-up, fundamental research and assessment of risks and opportunities, taking a long-term view consistent with our philosophy.
Sustainability Resources
Industry Commitment
We are committed to helping create a sustainable, global financial system. Polen Capital is a proud supporter of the following industry associations:
The information provided is for informational purposes only. Opinions and views expressed constitute the judgment of Polen Capital as of the date of this post, may involve a number of assumptions and estimates which are not guaranteed, and are subject to change without notice. This document does not identify all the risks (direct or indirect) or other considerations which might be material when entering any financial transaction.
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.