Polen Capital is an American investment management firm headquartered in Boca Raton, Florida. The firm's main strategy is growth investing in a limited number of growth equities. In recent years, the firm has expanded into investments in the credit market.
Outside the U.S., the firm has offices in London and Hong Kong.
Background
In 1979, Polen Capital was founded in New York by David Polen.[1][2][3]
In 1989, Polen Capital launched its flagship fund, the Focus Growth Strategy, which invested in growth equities based in the U.S. It was developed by Polen to follow a high-conviction, low-turnover approach where only between 100 and 150 stocks are invested in and are held for a long period of time. It would focus only on companies with strong sustainable growth potential. Thousands of stocks are observed and a filter is applied where only a small selection is bought. From 1989 to 2020, the fund had a compounded average annual return of 15%.[1]