Strategy

Polen Asia ex Japan

Unit Trust

Our Asia ex Japan strategy seeks to achieve long-term total returns by building a concentrated portfolio of high-quality companies, leading to dividend growth and capital appreciation.

Number of Holdings: 40-60
Style: Growth
Benchmark: MSCI AC Asia Pacific ex Japan & MSCI AC Asia ex Japan

  • An emerging markets Asia growth strategy with strong emphasis on sustainable earnings growth at appropriate valuations
  • Concentrated portfolio of 40-60 companies with high and sustainable returns on capital and deep competitive moats
  • Target earnings and cash flow growth, leading to dividend growth and capital appreciation
  • Low portfolio turnover with long-term holding periods
     

We believe 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, financial strength, and powerful products/services. We seek well-managed companies potentially able to deliver growth year-over-year. Through intensive research, company interaction, and a business owner’s long-term approach, we believe we can preserve capital and provide stability across market cycles.

Recent Portfolio Commentary

Commentary

Emerging Markets Growth Commentary
In our view, valuations of what we believe to be high-quality growth companies within emerging markets remain highly attractive.
Commentary

Credit Opportunities Fund Commentary (PCOFX)
We continue to identify attractive opportunities amongst issuers across each segment of the leveraged credit markets. We view the current environment as favorable for experienced active managers like us to potentially identify opportunities for significant alpha.
Commentary

Opportunistic High Yield Commentary
We maintain a constructive view of the high yield bond and leveraged loan markets. Although spreads are tight, the opportunity to uncover relative value remains.

Learn more about our Emerging Markets Growth Strategies.

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Polen Capital Management, LLC is an independent registered investment advisor. 

The MSCI AC Asia Pacific ex Japan Index captures large and mid cap representation across 4 of 5 Developed Markets countries (excluding Japan) and 9 Emerging Markets countries in the Asia Pacific region. The index is maintained by Morgan Stanley Capital International.

ESG refers to Environmental, Social, and Governance criteria. The Asia ex Japan Growth strategy integrates material environmental, social, and governance (ESG) factors into research analysis as part of a comprehensive evaluation of a company’s long-term financial sustainability. There is a risk that the investment techniques and risk analyses applied, including but not limited to the integration of ESG factors into the research analysis, will not produce the desired results and that legislative, regulatory, or tax developments may affect the investment techniques available. There is no guarantee that the investment objective will be achieved.