Polen Global Growth Fund Overview

14th April, 2021 | Equities

In this video, Damon Ficklin, Senior Partner 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.