Polen Capital

Our timing of the launch of the Polen Capital Global Small and Mid Cap Fund has unfortunately coincided with a broad global sell-off that has been tough to navigate for investors who focus on quality and growth. continue…

by Roger Montgomery Posted in Polen Capital, Video Insights.

• save this article
• POSTED IN Polen Capital, Video Insights

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…

by Polen Capital Posted in Polen Capital.

• save this article
• POSTED IN Polen Capital

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

by Polen Capital Posted in Editor's Pick, Polen Capital.

• save this article
• POSTED IN Editor's Pick, Polen Capital

In their laser like focus on competitively advantaged global companies, the team running the Polen Capital Global Growth Fund, led by Damon Ficklin and Jeff Mueller, have used the recent market weakness to increase the portfolio weighting for Amazon, Automatic Data Processing and Siemens Healthineers at attractive prices. continue…

by David Buckland Posted in Companies, Polen Capital.

• save this article
• POSTED IN Companies, Polen Capital

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.

• watch video
• save this article
• POSTED IN Polen Capital, Video Insights

There is no doubt the changing landscape will impact many companies globally, but Polen Capital seek to own companies that can thrive and survive in any environment, including this one. That focus is unchanged. Portfolio Manager Rob Forker provides an update on portfolio positioning, using the current volatility in the market opportunistically and buying companies Polen have researched and known for years, but where we had concerns about valuation. continue…

by Polen Capital Posted in Polen Capital, Video Insights.

• watch video
• save this article
• POSTED IN Polen Capital, Video Insights

Many companies, during the first quarter, reported a slight deceleration in growth as a result of the pull forward dynamics from COVID. And many of these companies suffered significant selloffs as a result of this deceleration. As long-term investors, Polen Capital exploited these price movements by adding to our positions. Portfolio Manager Jeff Mueller reviews first quarter 2022 in this video. continue…

by Polen Capital Posted in Polen Capital, Video Insights.

• watch video
• save this article
• POSTED IN Polen Capital, Video Insights

Polen Capital has an enviable track record of delivering overall out-performance and averaging double-digit annual returns for more than 33 years. Headquartered in Boca Raton in Florida, USA, the firm manages $80 billion in assets.

The Inside Investor recently met with Simon Gregory and Paul Williams from the Polen Capital investment team to discuss the “Polen style” of investing. Speaking about the expansion into Australia, Williams says, “we launched the first fund, Global Equities, about twelve months ago and expanded that to take into consideration the Global Smaller Mid-cap fund, late last year.” adds Williams. continue…

by Roger Montgomery Posted in In the Press, Polen Capital.

• save this article
• POSTED IN In the Press, Polen Capital

Montgomery Investment Management has partnered with US-based fund manager Polen Capital to help deliver superior returns for our investors.  Polen’s team manages US$82 billion in total assets, and its longest-running flagship investment strategy has averaged double-digit annual returns for more than 30 years. Here I’d like to share with you two high quality firms in the Polen Capital Global Small and Mid Cap Fund. continue…

by David Buckland Posted in Companies, Polen Capital, Stocks We Like.

• save this article
• POSTED IN Companies, Polen Capital, Stocks We Like

With more than 30 years of evidenced success through consistent application of the investment process, in this webcast Portfolio Managers Damon Ficklin and Rob Forker introduced the Polen style of growth investing and the long-term focus on company fundamentals. continue…

by Polen Capital Posted in Polen Capital, Video Insights.

• watch video
• save this article
• POSTED IN Polen Capital, Video Insights