Polen International Equity SMA
Our International Equity strategy seeks long-term growth by investing in competitively advantaged non-U.S. companies that we believe are at key inflection points where accelerating revenue and earnings growth may not yet be fully reflected in market expectations.
Experience in Growth Investing
Composite returns.
Current performance may be lower or higher. Annualized returns are presented for periods greater than one year. Past performance is not indicative of future results. Returns are presented gross and net of management fees and include the reinvestment of all income. Net returns deduct a model annual management fee of 0.75%, applied monthly.
Performance before June 1, 2026 represents results achieved at CastleArk Management. From that date onward, the strategy's performance was achieved at Polen Capital. The teams formed a joint venture in May 2026. Review the full composite disclosure for prior-firm continuity and methodology.
Top ten holdings
Holdings are subject to change. The top holdings are as of the period indicated and should not be considered a recommendation to purchase, hold, or sell any particular security.
As of 06-30-2026.
% of portfolio.
Since inception.
As of 06-30-2026
Strategy materials.
Invest in International Equity.
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). GIPS® is a registered trademark of CFA Institute. This presentation is supplemental information to the fully compliant composite performance disclosure available at polencapital.com.
All performance is calculated in U.S. Dollars. Past performance is not indicative of future results. Returns are shown gross and net of management fees and include reinvested income. Results before June 1, 2026 were achieved at CastleArk Management and results thereafter at Polen Capital. The index shown for comparison is MSCI ACWI ex USA. An investor cannot invest directly in an index; index performance does not reflect management fees, transaction costs, or taxes.
Capability assets combine International Equity and Concentrated International Equity and include discretionary and nondiscretionary assets. Holdings and allocations are as of the date shown, may change, and are not recommendations to buy or sell any security. Individual client portfolios may differ.