Our Global Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of competitively advantaged businesses with potential for sustainable, above-average earnings growth.
Composite returns.
Past performance is not indicative of future results. Current performance may be lower or higher. Periods over one year are annualized. Gross and net returns include reinvested income and reflect transaction costs and commissions. Benchmark data source: Bloomberg.
Portfolio overview.
Top ten holdings
Portfolio characteristics
GICS sector exposure
Risk-adjusted returns.
Since inception · As of 06-30-2026
vs. MSCI ACWI
Strategy materials.
Speak with our team to learn more about the SMA or other vehicle options.
Polen Capital claims compliance with the Global Investment Performance Standards (GIPS). This page is supplemental to the fully compliant composite performance disclosure. All performance is calculated in U.S. dollars; returns are presented gross and net of management fees and include reinvested income. Past performance is not indicative of future results.
The MSCI ACWI Index measures large- and mid-cap stocks across developed and emerging markets. It is not possible to invest directly in an index, and index performance does not reflect transaction costs, management fees, or taxes.
Holdings and allocations are as of the date shown, may change, and are not recommendations to buy, hold, or sell a security. Individual client portfolios may differ. The strategy considers material environmental, social, and governance factors in its research; there is no guarantee its investment objective will be achieved.