The Polen Capital Global Small and Mid Cap Fund is a long only, small and mid cap global equities fund. The Fund typically invests in a concentrated portfolio of 25-35 high-quality companies within the global small and mid cap company universe.
Using the unique Polen Flywheel Framework, the Small Company Growth team analyses opportunities to uncover compelling long-term structural growth and determine if the right conditions are in place to identify companies that are well-positioned to deliver significant value over a five-year period.
The investment process is based on deep, balanced, and collaborative research across the eight member team, all located out of Polen Capital’s Boston office, with a focus on companies with high returns on capital and annualised double digit earnings growth. On valuation, research shows that every company Polen Capital owns has the potential to become at least two to five times the size that it is today.
And relative to its mega cap counterparts, with the weighted average market capitalisation of around US$8 billion the Polen Capital Global Small and Mid Cap Fund is expected to offer a concentrated portfolio of interesting fast-growing smaller companies with a huge potential global runway of growth ahead of them.
Polen Capital embeds ESG analysis into its comprehensive review of a company. Read Polen Capital's commitment to ESG.