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OYSTER US Small and Mid Company Growth

Investing in high-quality US SMID companies with attractive growth characteristics, abundant cash flow and sustainably high returns on capital

We invest in companies that we think will benefit from long-term trends and have durable business models regardless of whether we are in a “risk-on” or “risk-off” market.

Rayna Lesser

Portfolio Manager, Polen Capital

A company with 40+ years of experience

#1 A concentrated portfolio of 25-35 stocks

#2 A long-term investment horizon that seeks to provide both capital preservation and growth across market cycles

#3 Targeting high-quality growth companies with consistent, above-average earnings

#4 Collaborative and research-driven team of 6

Opportunity for investors

The OYSTER US Small and Mid-Company Growth fund, part of our Luxembourg-based OYSTER SICAV, taps into Polen’s proven expertise in growth company investing

Only the best will do

At Polen, the team insists on owning only the best businesses in any category: those that benefit from long-term trends; are well positioned in their respective markets; have strong, cash-generating business models; and are run by superior management teams. This steadfast focus on quality allows them to find a small selection of companies that can survive and thrive in any environment.

A high conviction approach

The OYSTER US Small and Mid Company Growth fund invests in 25 to 35 small and mid-cap companies early in their lifecycle. The objective is to hold these ‘winners’ for at least five years. Polen believes this high conviction and long-term approach is essential, especially in periods of high volatility such as we saw in 2020 during the covid-19 crisis.

Polen Capital

A world-class growth equity manager

years of experience

$58bn

AUM as of December 2020

Equity Strategies

Source: Polen Capital, data as of December 2020

THE FIRM

Founded in 1979 and based in Boca Raton Florida USA, Polen Capital is a global, independently owned and controlled firm with offices also in Boston and London.

iM Global Partner is a minority shareholder with a 20% stake acquired in 2015.

THE INVESTMENT PHILOSOPHY

Polen Capital implements an innovative bottom-up, concentrated approach to growth stock investing. The strategies are based on the same repeatable investment process established over 30 years ago, building for the long-term through concentrated portfolios of high-quality businesses capable of delivering sustainable, above-average earnings growth.

Visit PolenCapital.com

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Fund performance

Please refer to the funds’ documentation, eligibility and associated risks on www.imgp.com/OYSTER.