Polen Capital

Est. 1989
51-200 employees Financial Services

About 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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When a Theme Becomes Investable: Electrification in Practice
  • 23 Jun 2026

A theme is not the risk. How you interpret it, and when you act on it, is.

By Polen Capital In Thematic / Megatrends
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Webinar Replay: Investing in Themes to Drive Performance
  • 16 Jun 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
Watch Here 
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Re-Thinking Volatility in Small Cap
  • 01 Jun 2026

What if volatility is the opportunity? See how small cap dispersion can create compelling opportunities for active management.

By Polen Capital
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Introducing Polen 5Perspectives Small-Mid & Large Growth ETFs
  • 18 May 2026

Polen has announced the launch of two actively-managed exchange-traded funds (ETFs) focused on innovative growth companies: Polen 5Perspectives Large Growth ETF (Ticker: PCLC) and Polen 5Perspectiv...

By Polen Capital In Equities, Indexing / Passive
News Update 
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Focus Growth Commentary
  • 23 Apr 2026

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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Global Growth Commentary
  • 23 Apr 2026

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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International Growth Commentary
  • 23 Apr 2026

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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Opportunistic High Yield Commentary
  • 23 Apr 2026

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 Growth Commentary
  • 23 Apr 2026

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

By Polen Capital In Equities, Fixed Income, Portfolio Construction, Thematic / Megatrends
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