Investor Summary

Polen Capital Management, LLC is led by Chief Executive Officer Stanley C. Moss, with Kevin Dolsen, CFA serving as Chief Operating Officer. The firm was founded in 1979 by David Polen and has been registered as an Investment Adviser with the United States Securities and Exchange Commission since April 1980. Following Polen's death in 2012, leadership transitioned to co-manager Damon Ficklin and CEO Stan Moss. The company is a Delaware-organized limited liability company under employee control with over 200 employees across global offices in Boca Raton, Boston, London, Abu Dhabi, and Hong Kong. The firm manages discretionary assets totaling $37,703,918,773 as of December 31, 2024.

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Fund Strategy

Polen Capital's Global SMID Company Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of outstanding global businesses with competitive advantages and the potential for sustained growth. The investment objective is to achieve long-term growth by building a concentrated portfolio of competitively advantaged global businesses with potential for sustainable, above-average earnings growth. The firm employs a bottom-up, fundamental research process and integrates sustainability factors as part of a comprehensive evaluation of a company's financial risks. They believe that earnings growth is the primary driver of long-term stock price appreciation and focus on identifying high quality growth companies that are able to deliver consistent above average growth in earnings. The investment characteristics include companies with growing earnings driven by solid franchises, strong balance sheets, experienced management teams and leading products/services.

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FUND PERFORMANCE AS OF

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
-7.5% -5.0% -5.0%