About Polen capital management
Polen Capital Management: A High-Conviction Growth Investment Manager
Polen Capital is a globally recognized investment management firm that specializes in providing active investment strategies to institutional clients. The company was founded in 1979 by Dan Davidowitz and Stan Moss, who shared a passion for investing and a belief that high-quality companies with sustainable growth prospects could deliver superior returns over the long term.
Today, Polen Capital has grown into a leading investment manager with over $60 billion in assets under management (AUM) as of June 2021. The firm's success can be attributed to its unique approach to investing, which is based on rigorous fundamental research and a focus on high-conviction growth stocks.
At Polen Capital, the investment philosophy centers around identifying exceptional companies with sustainable competitive advantages and strong growth prospects. The firm's team of experienced analysts conducts extensive research to identify these companies by analyzing financial statements, industry trends, competitive dynamics, and other relevant factors.
Once identified, these high-quality companies are added to the firm's concentrated portfolios where they are held for the long term. This approach allows Polen Capital to capture the full potential of these exceptional businesses while minimizing turnover and transaction costs.
One of the key strengths of Polen Capital is its global reach. The firm has offices in Florida, London, Tokyo, and Sydney which enables it to scour the globe for opportunities across different markets and sectors. This global perspective also helps Polen Capital stay ahead of emerging trends that could impact its investments.
Polen Capital offers several active investment strategies including Global Growth Equity Strategy, U.S Large Cap Growth Equity Strategy , International Growth Equity Strategy , Emerging Markets Growth Equity Strategy , Global Opportunities Strategy . These strategies are designed to meet different client needs while staying true to the firm's core philosophy of investing in high-quality growth stocks.
The Global Growth Equity strategy seeks out exceptional businesses from around the world that have strong competitive advantages and sustainable growth prospects. This strategy aims at delivering long-term capital appreciation through investments primarily in equity securities issued by non-U.S issuers .
The U.S Large Cap Growth Equity strategy focuses on large-cap US-based companies with strong fundamentals such as revenue growth rates above average compared with their peers or industry averages .This strategy aims at delivering long-term capital appreciation through investments primarily in equity securities issued by US issuers .
The International Growth Equity strategy invests primarily outside North America seeking out exceptional businesses from around Europe & Asia Pacific region that have strong competitive advantages & sustainable growth prospects.This strategy aims at delivering long-term capital appreciation through investments primarily in equity securities issued by non-US issuers .
The Emerging Markets Growth Equity strategy invests primarily outside North America seeking out exceptional businesses from emerging markets like China & India etc.,that have strong competitive advantages & sustainable growth prospects.This strategy aims at delivering long-term capital appreciation through investments primarily in equity securities issued by non-US issuers .
Finally,the Global Opportunities Strategy seeks out opportunities across all market caps globally.The portfolio managers use bottom-up fundamental analysis combined with top-down macroeconomic analysis when making decisions about individual security selection.This approach allows them flexibility when selecting stocks across various sectors or geographies depending upon where they see value relative risk/reward trade-offs present themselves.
In conclusion,Polen Capital Management is an established leader among active investment managers due largely because it has stayed true its core philosophy since inception -investing only quality businessess trading at reasonable prices.Polen’s disciplined process ensures consistency over time regardless market conditions.Their commitment towards excellence makes them one worth considering if you're looking for an experienced partner who can help you achieve your financial goals over time!
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