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iMGP Funds Sicav
The data and information featured on this web site are provided free of charge and solely for information purposes. The information contained herein constitutes neither an offer to purchase nor a solicitation to sell and may not be construed as an investment recommendation on the part of iM Global Partner Asset Management or other entities of the group iM Global Partner, its affiliates, managers, officers, or employees (hereafter « iMGP ») and has no legal or contractual value. Furthermore, any reference to a specific security in any published material is included by way of illustrative example and should not be construed as a recommendation to purchase, hold or sell such a security nor does it in any manner constitute the provision of investment advice in relation to same. The iMGP Sicav ( hereafter « iMGP » or « iMGP Funds » or « Fund ») has not taken any measures to adapt to each individual investor who remains responsible for his own independent decisions. Any investment in the funds presented on the web site must be made in conformity with the related legal documentation in force (prospectus, Key Investor Information Documents), as approved, where applicable, by the regulatory authority in your country. iMGP Funds is an open-ended umbrella investment company established and regulated in Luxembourg. The iMGP Sicav is not open to citizens or residents of the USA or to any other party deemed to be a US person. iMGP Funds’ current Prospectus and Key Investor Information Document, by –laws and the Annual and Half Yearly Reports of the Fund can be obtained on this website or from the iMGP offices at 5, Allée Scheffer, L-2520 Luxembourg or from the Agents and Representatives listed on this website for the specific jurisdictions where iMGP Funds are registered and this marketing document is intended for use only in those specific jurisdictions. Investors are advised that they should consult the Prospectus before seeking to subscribe. Moreover, investors are also advised to consult their legal, financial or tax advisors before taking any investment decisions.
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Focused global investing built on quality, consistency, and sustainable long term growth.
The Polen Global Growth Strategy is led by Polen Capital’s Large Company Growth team, applying their flagship, time-tested, high-conviction approach to investing in exceptional businesses across the globe. With a focus on financially sound companies that exhibit durable earnings growth, strong competitive advantages, and proven management teams, the strategy seeks to deliver superior long-term returns while managing downside risk.
The Polen Global Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of outstanding businesses with competitive advantages and the potential for sustained superior growth.
At Polen Capital, long-term thinking is at the heart of every decision. They implement a disciplined, bottom-up investment approach that focuses on building concentrated portfolios of exceptional global businesses with enduring competitive advantages. This philosophy is grounded in the belief that high-quality companies, those with strong balance sheets, resilient earnings profiles, and forward-looking leadership, are best positioned to deliver sustainable, above-average 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 research framework is built on a fundamental observation: consistent earnings growth is the primary engine of long-term value creation. They seek to identify companies with a durable and defensible earnings stream, underpinned by sound financials and visionary management teams. Through rigorous, in-depth analysis and a business owner mindset, the team aims to invest in businesses that can thrive across market cycles. By focusing on quality and maintaining a long term investment horizon, Polen aligns their process with clients’ goals, delivering resilience, transparency, and the opportunity for meaningful long-term results.
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 Global Growth Fund Overview
In this video, Damon Ficklin, Head of Team and Portfolio Manager at Polen Capital and Lead Portfolio Manager for the Global Growth Strategy, outlines the firm’s disciplined investment philosophy centered on three key advantages: portfolio concentration, long-term holding periods, and rigorous risk management. He explains how Polen Capital focuses on selecting 20 to 30 of the world’s highest-quality growth companies, leveraging a long-term investment horizon to let fundamentals drive returns rather than market timing. The investment process uses five guardrails, high return on equity, strong earnings and free cash flow growth, solid balance sheets, improving margins, and organic revenue growth, to filter a broad universe down to about 100–150 best-in-class businesses, while excluding cyclical and competitively weak firms. ESG factors are fully integrated into their analysis, ensuring companies manage risks and capture opportunities. This methodical approach has delivered consistent performance over decades and remains central to Polen Capital’s mission of protecting and growing client capital.
The Team
Damon Ficklin
Polen Capital Head of Team,
Portfolio Manager & Analyst
Stephen Atkins, CFA
Polen Capital Portfolio Manager,
Strategist & Analyst
Polen Capital Management, LLC is an independent registered investment advisor.
The MSCI ACWI Index is a market capitalization weighted equity index that measures the performance of large and mid-cap segments across developed and emerging market countries. The index is maintained by Morgan Stanley Capital International. The volatility and other material characteristics of the indices referenced may be materially different from the performance achieved by an individual investor. In addition, an investor’s holdings may be materially different from those within the index. Indices are unmanaged and one cannot invest directly in an index.
ESG refers to Environmental, Social, and Governance criteria. The Global Emerging Markets ex-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.
Notice to HK 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.
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