Polen Capital

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Polen Capital Management is a global investment management firm advising approximately $59 billion in assets (as of July 31, 2023) and providing growth and income investment strategies to a wide range of institutional and individual clients around the world.

Since 1989, Polen Capital has been committed to attracting, developing, and retaining exceptional professionals who are aligned with the firm’s mission of preserving and growing clients' assets to protect their present and enable their future.

Polen Capital has four autonomous investment teams including the Large Company Growth Team, Small Company Growth Team, High Yield Team, and Emerging Markets Growth Team, with offices in Boca Raton, Boston, London, and Hong Kong.


Manager
Start Year1979
OwnershipPolen Capital
Employees227 (2023-03)
Funds DomicileDublin
AUM$58 bn (26/09/23)
Management StyleActive, high-conviction equity and high yield strategies
Websitehttp://www.polencapital.com
Latest Files
Polen Capital Focus U.S. Growth
Polen Focus U.S Growth 2024-01.PDF (Monthly Report)
Polen Focus U.S Growth 2023-11.PDF (Monthly Report)
Polen Global SMID
Global SMID Growth Fund UCITS Factsheet 2024-01.PDF (Monthly Report)
Polen Global SMID Company Growth 2023-07.PDF (Monthly Report)
Polen U.S. Small Company Growth
Global SMID Growth Fund UCITS Factsheet 2024-01.PDF (Monthly Report)
Polen U.S. Small Company Growth 2023-11.PDF (Monthly Report)