Polen Capital Funds(2)

Sustainable Growth through Quality

Polen Growth Fund

US> Small-Cap > Value

Oct 05, 2018

Although the market can sometimes be out of sync with fundamentals, it is the underlying earnings growth that drives performance in the long run. Based on this philosophy, Polen Growth Fund invests in its best growth and quality ideas with an investment horizon of at least five years.

Compounding Through Concentrated Holdings

Polen Global Growth Fund

US> Large-Cap > Growth

Dec 05, 2016

Companies with structural and competitive advantages can sustain higher earnings and free cash flows for longer periods of time, generating superior returns for patient investors. Julian Pick, portfolio manager of the Polen Global Growth Fund, and his team of researchers look for such companies around the world, applying a strict price discipline and a long-term holding horizon in their process.