Polen Capital

Who We Are

Polen Capital is an independently owned, employee-controlled global investment management firm. We specialize in providing concentrated, high-quality growth equity strategies and serve a client base that includes public funds, sovereign wealth clients, corporate retirement plans, endowments and foundations, family offices, and high net worth individuals. Since 1989, we have been committed to attracting, developing, and retaining exceptional professionals who are aligned with our goal of preserving and growing our clients’ assets to protect their present and enable their future. We have been recognized by Pensions & Investments as one of the industry’s “Best Places to Work” each year since 2016 (2016-2019).

As of June 30, 2020, Polen Capital advises $44.97 billion in assets, has 98 employees, and has office locations in Boca Raton (HQ), Boston, and London.

Our Investment Capabilities

We offer a full suite of concentrated, high-quality growth equity strategies managed by our three autonomous investment teams. These strategies span investment universes and the market capitalization spectrum. They are also available through a variety of vehicles—from mutual funds and UCITS to institutional separate accounts—that can accommodate a broad range of clients’ needs.

Our offerings include:

Large Company Growth Team (Boca Raton-based)

  • Focus Growth strategy
  • Global Growth strategy
  • International Growth strategy

Small Company Growth Team (Boston-based)

  • U.S. Small Company Growth strategy
  • U.S. SMID Company Growth strategy
  • International Small Company Growth strategy

Emerging Markets Growth Team (London-based)

  • Global Emerging Markets Growth strategy