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iMGP Funds Sicav
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Our China Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of competitively advantaged businesses in China with potential for sustainable, above-average earnings growth.
The Polen Capital China Growth strategy aims to achieve long-term growth by building a concentrated portfolio of competitively advantaged businesses in China, with potential for sustainable, above-average 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 China team within the Emerging Markets team, focus on exceptionally competitive companies with durable business models, robust balance sheets, proven management teams, and clear alignment of interest between majority and minority shareholders. As a consequence, these companies also tend to have defensive earnings streams, and visionary management teams. Through rigorous, in-depth analysis and a true ownership mindset, Polen aim to invest in businesses that they believe can thrive across market cycles.
Why should a client choose Polen Capital?
Founded in 1979, Polen Capital is a global investment manager that provides actively managed growth equity and high-yield credit strategies. Polen delivers distinctive growth and income solutions, building high-conviction, concentrated, competitively advantaged portfolios with the potential to compound and outperform over the long-term. The firm has a distinctive culture and is committed to attracting, developing, and retaining exceptional professionals who are aligned with the firm’s mission of preserving and growing clients’ assets to protect their present and enable their future.
Why active management?
Stephen Atkins CFA, Portfolio Manager, Strategist & Analyst at Polen Capital, explains why his firm believes in active management based on historical evidence over the past 20-30 years.
Polen Capital’s Investment Philosophy for China Equities
Jean Maunoury, Deputy CEO and CIO of Research and Investment at iM Global Partner, speaks with June Lui, Portfolio Manager & Analyst for Emerging Markets Growth at Polen Capital, about investment strategies in Chinese equities. June explains Polen Capital’s long-term, fundamentals-driven approach to investing in China, focusing on structural growth opportunities and high-quality companies rather than short-term market trends. She highlights the importance of being selective, emphasizing management quality, business models, and valuations. The discussion also covers the limitations of traditional Chinese equity benchmarks, often dominated by state-owned enterprises, and why Polen Capital avoids them in favor of independent research.
How Polen Capital’s Emerging Market teams collaborate effectively
In this conversation, Jean Maunoury, Deputy CEO and CIO of Research and Investment at iM Global Partner, speaks with June Lui, Portfolio Manager & Analyst for Emerging Markets Growth at Polen Capital, to explore how Polen Capital’s Emerging Market teams collaborate effectively.
Notice to Hong Kong Investors: In Hong Kong, this content is only being made available to persons falling within the “Professional Investors” category defined in the Code of Conduct for Persons Licensed by or Registered with the Securities and Futures Commission (SFC). By entering this site, you confirm that you fall within the Professional Investors category and you are accessing the website on your own initiative without any solicitation to do so by Polen Capital HK Limited or one of the funds described herein (each, a “Fund”) and that no law or regulation prohibits you from accessing the information on this website. The Fund is not authorized by the SFC and is not publicly offered to all investors in Hong Kong.
Polen Capital HK Limited is incorporated in Hong Kong under the Business Registration Number 14954504 and has its registered office at Room 8605, 86/F, International Commerce Centre, 1 Austin Road West, West Kowloon, Hong Kong. It is authorized and regulated in Hong Kong by the SFC with central entity number ABA410. This website and its contents have not been reviewed by the SFC.
Polen Capital Management, LLC is an independent registered investment advisor.
The MSCI Golden Dragon Index captures the equity market performance of large and mid-cap China securities (H shares, B shares, Red- Chips and P-Chips) as well as securities classified in Hong Kong and Taiwan. Currently, the MSCI Golden Dragon Index also includes A stock connect large and mid-cap shares. The index includes both price changes and dividend payments. Declared after-tax net dividends are used in the dividend payment calculation. The index is maintained by Morgan Stanley Capital International. It is impossible to invest directly in an index. The performance of an index does not reflect any transaction costs, management fees, or taxes.
ESG refers to Environmental, Social, and Governance criteria. The Greater China Growth strategy integrates material environmental, social, and governance (ESG) factors into research analysis as part of a comprehensive evaluation of a company’s long-term financial sustainability. There is a risk that the investment techniques and risk analyses applied, including but not limited to the integration of ESG factors into the research analysis, will not produce the desired results and that legislative, regulatory, or tax developments may affect the investment techniques available. There is no guarantee that the investment objective will be achieved.
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