Polen Capital

Established in 1979, Polen Capital is a high conviction growth investment manager with offices in the US and UK. Polen has been dedicated to serving investors by providing concentrated portfolios of the highest-quality companies for more than three decades. The firm’s established team manages US$71 billion in total assets and their longest-running flagship investment strategy has delivered on average double digit annual returns for more than 30 years.

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September quarter update on the Polen Capital Global Growth Fund

Polen Capital

October 25, 2022
During the September 2022 quarter, the world continued to experience persistent inflation. This included the zero tolerance COVID-19 policies in China resulting in the sudden and complete shutdowns of some large cities; the ongoing war in Ukraine; and substantial tightening measures by central banks worldwide. Continue…

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September quarter update on the Polen Capital Global Small and Mid Cap

Polen Capital

October 21, 2022
Over the September 2022 quarter the Polen Capital Global Small and Mid Cap Fund delivered investors a return of negative 2.58 per cent, whilst the benchmark, the MSCI ACWI SMID Accumulation Index in AUD, rose by 0.49 per cent. Both were assisted by the sharp decline in the AUD/USD exchange rate, to the tune of around 6 per cent. Continue…

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Know what you own: stocks vs. businesses

Polen Capital

October 7, 2022
Successful business owners are often said to be able to feel the pulse of the companies they lead. For instance, great restaurateurs know what dishes are most popular on the menu, who their regular patrons are, when suppliers will deliver fresh ingredients, and how much revenue is needed to cover basic expenses such as salaries and rent. Continue…

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Playing the infinite game: patient investing

Polen Capital

September 29, 2022
In his 2019 book The Infinite Game, author Simon Sinek describes how taking a long-term view — what he calls adopting an infinite mindset — is critical for success. Although discussed in the context of leadership, the same principle applies to investing, which has historically favored those who take a long-term view rather than react impulsively to the inevitable ups and downs that occur on the path to creating wealth. Of course, while countless investors have demonstrated that the market rewards those who stay the course, the reality is that doing so isn’t always easy. On the contrary, it takes discipline, self-restraint, and patience. Continue…

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2Q2022 Polen Capital Global Small and Mid Cap Commentary

Polen Capital

August 12, 2022
The second quarter of 2022 echoed themes that started earlier this year. High inflation, rising interest rates, and a general “riskoff” mentality have created some difficulty for our investing style in the Polen Capital Global Small and Mid Cap Fund. Continue…

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2Q2022 Polen Capital Global Growth Commentary

Polen Capital

August 10, 2022
The conditions during the second quarter of the year have largely been a continuation of what we experienced during the first quarter, with a long list of exogenous factors continuing to weigh on the market, including persistent inflation, tightening monetary policy, and ongoing supply chain issues. Continue…

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Investing in the age of transformation

Polen Capital

July 21, 2022
Over the past two years, the evolution of the pandemic has been the leading force dictating the path of the global recovery. Despite the many challenges still present, Polen Capital believe that several secular trends that were already in motion before COVID-19 will continue to shape the world around us and play an important role in defining tomorrow’s leading businesses. In this whitepaper, Polen Capital look at what they view as some of the most important secular growth themes that may reshape the world over the next decade. Continue…

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Q&A: The global opportunity with smaller, burgeoning companies

Polen Capital

June 20, 2022
The global small and mid-cap (SMID) space is a vast and inefficient universe of opportunity where disciplined research can be an edge. We aim to deliver a differentiated portfolio that avoids the common pitfalls of smaller cap investing by applying a high-quality approach to this compelling asset class. Here are five key questions on Polen Capital’s Small and Mid Cap strategy, answered by Rob Forker, Portfolio Manager and Analyst. Continue…

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A Tale of two market machines

Polen Capital

June 15, 2022
While several factors can affect stock prices, Polen Capital believe long-term returns are ultimately driven by sustainable earnings growth. Continue…

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Polen Capital Emerging Markets Q12022 Market Commentary

Polen Capital

May 11, 2022
In this video Damian Bird highlights portfolio movements during the March quarter. A new position was added, TSMC, Taiwan’s leading semiconductor foundry. For more than 20 years, the company has delivered returns on its internally invested capital of approximately 20 per cent well in excess of its cost of capital. Despite the heightened levels of volatility we are currently seeing in the markets, we continue to expect our companies to report robust earnings growth as they move through 2022. Continue…

by Polen Capital Posted in Polen Capital, Video Insights.

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