Our Emerging Markets Dividend Growth strategy seeks to achieve capital appreciation and income growth in an actively managed portfolio of emerging market securities that either pay dividends or the team expect to pay dividends within their investment horizon.
Number of holdings: 30-50
Style: Growth
Benchmark: MSCI Emerging Markets Index
- An emerging markets growth strategy with strong emphasis on sustainable earnings growth at appropriate valuations
- Concentrated portfolio of 30-50 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 as well as cashflow growth leading to dividends. 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.
Emerging Markets Growth Leadership
Polen Capital Management. LLC is an independent registered investment advisor.
The MSCI Emerging Markets Total Return Net Index is a market capitalization weighted equity index that measures the performance of the large and mid cap segments across emerging market countries, which includes reinvesting the before tax dividends. The index is maintained by Morgan Stanley Capital International.
ESG refers to Environmental, Social, and Governance criteria. The Global Emerging Markets 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.