Fishing high-quality businesses featuring a sustainable competitive advantage in the global stocked pond, that is part of Julian Pick and Jeff Mueller’s daily responsibilities as co-portfolio managers of the Polen Global Growth strategy at US boutique Polen Capital Management. The fund, available in a Ucits format, is one of the four strategies run by the […]
London based iM Square, a European investment and development platform dedicated to the asset management industry, has acquired a 20% stake in US independent boutique Polen Capital Management. At the same time, Polen Capital’s employees have increased their ownership to 60% from 51%. iM Square’s investment forms the first completed transaction since its launch in June 2015 by Philippe […]
Jake Moeller, Lipper head of Research for the UK & Ireland, has reviewed highlights of a meeting with Damon Ficklin, portfolio manager of the Polen Capital Focus US Growth Fund. His findings are published below: US-based Polen Capital may not be a fund house on the tip of European investors’ tongue, but it is one […]
Taking an extremely active and focused approach to buying into US equity makes it possible to achieve downside protection via a long only portfolio, according to Polen Capital Management, which has launched a Ucits version of its existing focused US equity mutual fund.