Polen Capital

Polen Capital’s Small Cap Growth strategy targets companies at key growth inflection points, focusing on innovators and disruptors.

Polen has announced the launch of two actively-managed exchange-traded funds (ETFs) focused on innovative growth companies: Polen 5Perspectives Large Growth ETF (Ticker: PCLC) and Polen 5Perspectives Small-Mid Growth ETF (Ticker: PCSG).

Four businesses carving new paths in innovation and transformation.

Polen Capital's Focus Growth portfolio returned +4.46% (net) in Q3 2026, outperforming the Russell 1000 Growth Index by 3.54%.

Q3 2026 was a modestly positive quarter for global equities following a sharp sell-off early in the period. The Polen Global Growth Composite Portfolio (the “Portfolio”) returned 3.5% net of fees, outperforming the Index by 1.9%.

Polen Capital’s International Growth Composite Portfolio returned +0.54% (net) in Q3 2026, matching the MSCI ACWI ex-US Index’s +0.48%. Shopify, SAP, and Sage Group were top contributors, while Disco Corp., Tokyo Electron, and Aon were the largest detractors.

Pensions & Investments recognizes Polen for its positive work culture and treatment of employees.

Incremental loan used to assist in financing the acquisition of certain assets of Metpar Corp. by Scranton Products.

Second CLO Underscores Continued Expansion of Polen’s Credit Platform.

Pensions & Investments recognizes Polen for its strong cultural pillars of collaboration, inclusion, and autonomy.

Polen Capital is a global asset manager delivering active, high-conviction and competitively advantaged growth equity and high-yield credit strategies.