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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Opportunistic High Yield Commentary
  • 2 days ago

Leveraged credit markets ended 2023 on a high note. The recent rally among risky assets, including high yield bonds and leveraged loans, erased some of the memories of what was a tumultuous year.

By Polen Capital In Fixed Income
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U.S. Small Company Growth Commentary
  • 2 days ago

We are cautiously optimistic about stabilizing interest rates as uncertainty persists.

By Polen Capital In Macro, Equities, Fixed Income
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Global SMID Company Growth Commentary
  • 3 days ago

We remain focused on our portfolio companies' long-term value propositions and potential earnings power.

By Polen Capital In Portfolio Construction, Private Markets, Equities, Commodities
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U.S. SMID Company Growth Commentary
  • 3 days ago

Our steadfast long-term approach provides resilience in an ever-changing investment landscape.

By Polen Capital In Equities
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Webinar Replay: Q1 Fireside Chat with Large Company Growth
  • 8 days ago

Quarter-end update discussing factors that impacted the Focus Growth Portfolio & what our portfolio managers see as long-term opportunities ahead.

By Polen Capital In Equities, Portfolio Construction
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International Growth Commentary
  • 9 days ago

We think the best course to take in markets is owning conservatively capitalized companies with faster-than-average growth potential.

By Polen Capital In Equities
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Global Growth Commentary
  • 10 days ago

By thinking in years instead of months or quarters, noise macro uncertainty tends to fade.

By Polen Capital In Equities, Macro
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Part 3: Pathways to the Future Podcast on Gen AI
  • 10 days ago

Unpacking the prospect of artificial general intelligence and examining what the next phase of AI-driven change may be.

By Polen Capital In Thematic / Megatrends
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Focus Growth Commentary
  • 11 days ago

Our long-term returns are highly correlated with the Portfolio’s underlying earnings growth.

By Polen Capital In Equities, Portfolio Construction
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