Download Information for Polen Capital Global Small and Mid Cap Fund


Polen Capital Global Small and Mid Cap Fund

Fund Established


21 October 2021


Why invest with Polen?

  • Global growth strategy with a strong emphasis on sustainable earnings growth
  • Focus on companies with high returns on capital and double-digit earnings growth
  • Concentrated portfolio of approximately 30 high-quality growth companies
  • Low portfolio turnover with long-term holding periods typically exceeding five years
  • Embedded ESG analysis in a comprehensive review of a company

Read Polen Capital's commitment to ESG

By thinking and investing like a business owner and taking a long-term investment approach, we believe we can preserve capital and provide stability across market cycles.
Rob Forker
Lead Portfolio Manager of the Polen Capital Global Small and Mid Cap Fund

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