Strategy

Polen U.S. SMID Company Growth

Managed Account Mutual Fund

Our U.S. SMID Company Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of competitively advantaged businesses with potential for sustainable, above-average earnings growth.

Number of Holdings: 25-40
Style: Growth
Benchmark: Russell 2500 Growth

  • U.S. growth strategy with a strong emphasis on sustainable growth
  • Focus on companies with high returns on capital and double-digit growth
  • Concentrated portfolio of approximately 30 high-quality growth companies
  • Low portfolio turnover with long-term holding periods

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.

Recent Portfolio Commentary

Commentary

U.S. SMID Company Growth Commentary
U.S. SMID cap stocks ended the third quarter on a solid note, buoyed by interest rate cuts and diminishing recession fears. The period’s volatility, however made the journey through the quarter somewhat akin to a roller coaster ride.
Commentary

Global SMID Company Growth Commentary
In an environment like this, with several uncertainties, we remain focused on our Portfolio companies' long-term value propositions, competitive advantages, growth opportunities, and potential earnings power.
Commentary

U.S. Small Company Growth Commentary
Despite a challenging market environment, we are enthused about potential opportunities as the rate environment becomes more accommodative and growth across many businesses accelerates in the years ahead.

Learn more about our Small Company Growth Strategies.

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

The Russell 2500TM Index is a market capitalization weighted index that measures the performance of the small to mid-cap growth segment of the U.S. equity universe. It is comprised of 2,500 of the smallest securities in the Russell 3000® Index. The index is maintained by the FTSE Russell, a subsidiary of the London Stock Exchange Group. The volatility and other material characteristics of the indices referenced may be materially different from the performance achieved by an individual investor.  In addition, an investor’s holdings may be materially different from those within the index.  Indices are unmanaged and one cannot invest directly in an index.

ESG refers to Environmental, Social, and Governance criteria. The U.S. SMID Company 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.