Polen Capital

since 1989
  • 51-200 employees
  • Financial Services

Polen Capital

Polen Capital is a global leader in quality growth and high yield investing. For over 30 years we have demonstrated an unwavering commitment to our clients, community and each other. We deliver distinctive growth and income solutions, building high conviction concentrated, competitively advantaged, active portfolios with the potential to compound and outperform over the long-term.

We have a culture of results, and a belief in going beyond what’s expected for our clients and the communities we serve. Polen Capital was named by Pensions & Investments as a “Best Places to Work in Money Management” each year for the past seven years.

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Not an AI Bet
  • 17 Apr 2026

As AI narratives dominate markets, disciplined credit underwriting helps separate real opportunity from hype, with a focus on downside protection.

By Polen Capital In Thematic / Megatrends, Fixed Income
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Discipline Through Cycles. Results Over Time.
  • 18 Mar 2026

Quality may lag in risk-driven markets—but those periods have historically set the stage for stronger excess returns ahead.

By Polen Capital
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Focused on the Forces That Matter
  • 18 Mar 2026

Look up before you look down: structural forces help reveal where durable growth is forming within a disciplined investment process.

By Polen Capital In Equities
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Polen Capital Files to Launch Growth Opportunities ETF and Section 351 Exchange for Eligible Investors
  • 03 Mar 2026

In advance of the Fund’s launch, Polen Capital expects to offer a one-time opportunity for eligible investors to contribute securities in exchange for shares of the ETF—without immediate recognitio...

By Polen Capital In Indexing / Passive, Industry, Equities
News Update 
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Navigating Credit Risk: Lessons from the First Brands Default
  • 02 Mar 2026

By Polen Capital In Fixed Income
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U.S. Small-Mid Commentary
  • 27 Feb 2026

While the prospect of declining interest rates and improving earnings growth has driven more attention to the SMID cap asset class broadly, we remain most excited about structural tailwinds the ass...

By Polen Capital In Fixed Income, Equities, Portfolio Construction, Thematic / Megatrends
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Webinar Replay: Turning Insight Into Action
  • 26 Feb 2026

A conversation with Drew Cupps, Head of Team & Portfolio Manager, discussing what sets his team's philosophy apart and the themes shaping his long-term view.

By Polen Capital In Portfolio Construction
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Why CLO Equity Deserves a Seat at the Table — and Why Sophisticated Investors Have an Edge
  • 26 Feb 2026

Why CLO equity belongs in portfolios—and how structural advantages may enhance outcomes.

By Polen Capital In Equities, Portfolio Construction, Sustainability
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Polen Capital Announces Closing of a Tack On Financing to the Existing Mezzanine Loan to Scranton Products
  • 06 Feb 2026

Incremental loan used to assist in financing the acquisition of certain assets of Metpar Corp. by Scranton Products.

By Polen Capital In Private Markets
News Update 

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