Polen Emerging Markets Growth

Long-Term Growth Through High-Conviction Emerging Market Investing

Polen Capital’s Emerging Markets Growth strategy offers investors a differentiated lens on emerging markets—one grounded in deep research, high conviction, and disciplined long-term ownership. The team seeks companies with sustainable earnings growth, strong competitive advantages, and robust governance, aiming to build a concentrated portfolio that stands apart in both structure and philosophy. By aligning with iM Global Partner, investors gain access to Polen’s entrepreneurial, enduring approach to compounding capital in some of the world’s most dynamic regions.

Polen Capital

Manager

December 2009

Inception of Strategy

USD

Base Currency

Investment Philosophy

The Polen Emerging Markets Growth strategy aims to achieve long-term growth by building a concentrated portfolio of competitively advantaged global businesses with potential for sustained earnings growth.

At Polen Capital, long-term thinking is at the heart of everything they do. Combined with an independent mindset, the Emerging Markets team build concentrated high-quality portfolios for the long term through implementing a disciplined, bottom-up investment approach. Polen's philosophy is grounded in the belief that high-quality companies, those with strong financials, resilient earnings profiles, and forward-looking leadership, are best positioned to deliver sustainable, attractive earnings growth over time. This repeatable, high-conviction process is designed not only to compound wealth but to preserve capital and navigate market volatility with confidence and clarity.

Polen's Emerging Markets team focus on companies with sustainable earnings growth, high returns on capital, and deep competitive moats.

A Statement from Polen Capital
We believe the best opportunities in emerging markets are found through patience, deep conviction, and a relentless focus on quality—because long-term growth doesn’t follow the crowd.

Damian Bird, CFA

Portfolio Manager & Analyst

The Team

Private: Damian Bird, CFA

Private: Damian Bird, CFA

Portfolio Manager & Analyst
Private: Dafydd Lewis, CFA

Private: Dafydd Lewis, CFA

Portfolio Manager & Analyst
Private: Kumar Pandit, CFA

Private: Kumar Pandit, CFA

Portfolio Manager & Analyst