Our China Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of competitively advantaged businesses in China with potential for sustainable, above-average earnings growth.
Number of Holdings: 25-40
Style: Growth
Benchmark: MSCI China All Shares Index
- China equity growth strategy focused with a strong emphasis on sustainable earnings growth
- Low portfolio turnover with long-term holding periods
- Concentrated portfolio of 25-40 high-quality growth companies
- Focus on companies with sustainable business models, robust balance sheets, proven management teams, and clear alignment of interest between majority and minority shareholders
We believe that 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, sound ESG practices, proven management teams, and powerful products/services. By thinking and investing like a business owner and taking a long-term investment approach, we believe we can preserve capital and provide stability across market cycles.
Portfolio Management
Expertise in High Quality Growth Investing
Notice to Hong Kong Investors: In Hong Kong, this content is only being made available to persons falling within the “Professional Investors” category defined in the Code of Conduct for Persons Licensed by or Registered with the Securities and Futures Commission (SFC). By entering this site, you confirm that you fall within the Professional Investors category and you are accessing the website on your own initiative without any solicitation to do so by Polen Capital HK Limited or one of the funds described herein (each, a “Fund”) and that no law or regulation prohibits you from accessing the information on this website. The Fund is not authorized by the SFC and is not publicly offered to all investors in Hong Kong.
Polen Capital HK Limited is incorporated in Hong Kong under the Business Registration Number 14954504 and has its registered office at Room 8605, 86/F, International Commerce Centre, 1 Austin Road West, West Kowloon, Hong Kong. It is authorized and regulated in Hong Kong by the SFC with central entity number ABA410. This website and its contents have not been reviewed by the SFC.
Polen Capital Management, LLC is an independent registered investment advisor.
The MSCI China All Shares Index is a market capitalization weighted equity index that measures the performance of the large and mid-cap segments of Chinese market. The index is maintained by Morgan Stanley Capital International. It is impossible to invest directly in an index. The performance of an index does not reflect any transaction costs, management fees, or taxes.
ESG refers to Environmental, Social, and Governance criteria. The China 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.