Polen Capital's
ESG Commitment



Polen Capital is committed to honesty, integrity and ethical practices in all aspects of its business. Integrating environmental, social and corporate governance (ESG) considerations into our day-to-day operations and business decisions is a fundamental part of that commitment.

Polen Capital focuses on doing the right thing for clients, employees, investors, community, and the environment. We encourage the same from the companies in which we invest. As part of our extensive research process, risk assessment and due diligence, we are interested in a company’s viewpoint and best practices for sustainability which complements our long-term approach.

While we do not use “ESG scores” provided by third parties to exclude companies from consideration, our disciplined process is focused on identifying businesses that we believe are among the most financially sustainable in the world. This involves analysing whether the company’s governance, environmental practices and overall value proposition support both continued financial strength and value creation in the view of the business’s key stakeholders.

We focus on investing in businesses with long-term financial sustainability, which we believe naturally leads us to the avoidance of certain sectors. We are happy to consider restrictions that do not materially alter the investment strategy and our ability to deliver strong, long-term risk-adjusted returns.

To read Polen's ESG Investment Policy Statement use this link.

2020 ESG Report

This report illustrates examples of how portfolio companies owned by Polen Capital's three investment teams have embedded sustainability practices and stakeholder value creation into their businesses. The team at Polen believe these are important considerations which further their conviction in the ability of these companies to grow and reward clients over time. The report also features examples of company engagements, dialogue with company management, which provide insights on a company’s ESG initiatives to further inform the analysis and views. 

Please download the report:


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