Polen Capital
Polen Capital is an independent, employee-owned investment management firm founded in 1979 and headquartered in Boca Raton, Florida, specializing in concentrated, high-quality growth equity strategies. The firm manages approximately $30 billion in assets across global, international, and U.S. equity strategies, serving institutional investors, wealth management clients, and individual investors through mutual funds, separately managed accounts, and private funds. Polen Capital's investment philosophy centers on identifying and owning a concentrated portfolio of exceptional businesses — companies with durable competitive advantages, high returns on capital, and consistent earnings growth — for long-term capital appreciation.
Polen Capital's investment approach is distinctive in its emphasis on quality and concentration, typically holding 20-30 securities in each strategy and maintaining long-term ownership periods in businesses that continuously compound value for shareholders. The firm's research process focuses on understanding the qualitative and quantitative characteristics that define truly excellent businesses, including network effects, switching costs, intellectual property, brand strength, and management quality. Polen Capital's global growth strategies provide exposure to high-quality businesses across developed markets worldwide, while its U.S. growth strategies concentrate on the most exceptional American companies across large-cap, mid-cap, and small-cap market segments.
Polen Capital has built a respected reputation as one of the most consistent and intellectually coherent growth equity managers in the U.S. investment management industry. The firm's long-term investment perspective, transparency about its investment process, and consistent adherence to its quality growth philosophy have built strong institutional relationships and attracted a loyal following among financial advisors and individual investors. Polen Capital's employee ownership model ensures that the firm's priorities remain firmly aligned with long-term investment performance rather than short-term asset gathering, making it a distinctive and trusted partner for investors seeking superior long-term growth through concentrated quality equity investing.