02 May 2022

By , Polen Capital


Polen Capital’s new form of ‘value investing’

Polen Capital has an enviable track record of delivering overall out-performance and averaging double-digit annual returns for more than 33 years. Headquartered in Boca Raton in Florida, USA, the firm manages $80 billion in assets.

The Inside Investor recently met with Simon Gregory and Paul Williams from the Polen Capital investment team to discuss the “Polen style” of investing. Speaking about the expansion into Australia, Williams says, “we launched the first fund, Global Equities, about twelve months ago and expanded that to take into consideration the Global Smaller Mid-cap fund, late last year.” adds Williams.

Williams says: “Polen truly believes in the power of concentration. Not only can you have excellent returns by owning the best-quality companies, but also, he felt he could use that as a risk reduction tool. The fiftieth best idea is not as good as your twenty-fifth idea. He also believed in the power of patience, allowing compounding to grow and build wealth.”

You can read the full interview here: Polen Capital’s new form of ‘value investing


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