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Polen Growth Fund - Keywords


FUND OVERVIEW

  • Growth Investing
  • Long History of Strategy
  • Expanded to Global Growth Investing
  • Growth and Quality

INVESTMENT PHILOSOPHY

  • Protection First
  • ESG

INVESTMENT PROCESS

  • Studying Great Businesses
  • Bottom-Up Selection
  • List Narrowing to 300
  • Fundamental Analysis
  • Five Investment Guardrails

RESEARCH PROCESS

  • Revenue Growth
  • Earnings Growth
  • Return on Equity
  • Deep Dive Research
  • Free Cash Flow

PORTFOLIO CONSTRUCTION

  • Concentrated
  • Growth Spectrum
  • Let Winners Run
  • Strict Sell Discipline

RISK CONTROL

  • Permanent Loss of Capital
  • Never Compromise on Quality

INVESTMENT FOCUS

  • Businesses with High Return on Capital
  • Pay Fair Price
  • 5-Year Holding Horizon
  • Growth and Quality