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MFWire: Polen
MUTUAL FUND FAMILY PROFILES [BETA]
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Polen Capital Management LLC
2700 N. Military Trail
Suite 230
Boca Raton, FL  33431
Google Maps

Contact
Main Phone: 800-358-1887
Web Site:

Mutual Fund Brand(s)
Polen

Research Links


Background:
On February 1, 2022, Polen Capital closed on its planned acquisition of DDJ Capital Management, bringing Polen into the high yield investing business.

The late David Polen founded his eponymous firm in 1979 in New York City. The firm remains primarily employee-owned, though its headquarters has since moved to the Sunshine State. They also have offices in Boston and London.

In 2015, iM Global Partner, a European firm that invests in asset managers and helps with distribution, acquired a minority stake in Polen.

Investment Philosophy A disciplined, bottom-up, concentrated U.S. equity investment manager. The firm now has four main investment teams (which they call "autonomous investment franchises): large cap growth, small cap growth, emerging markets growth, and high yield.

Products
The firm launched its first mutual fund -- the Polen Growth Fund -- in September 2010. They launched their first UCITs fund in 2013 and their first CIT in 2016.
Sponsored Opportunities



Key People:
Stan Moss
CEO, Polen Capital
Kevin Dolsen
Head of Distribution, Polen Capital
Mike Guarasci
Chief Operating Officer, Polen Capital
Brian Goldberg
CCO, Polen Capital
Story Archive for Polen Capital Management LLC
Published On Story Headline Publication
6/23/2023 BondBloxx Repeats, Winning With $476MM MFWire.com
1/23/2023 Catalyst Leads With $2.2B MFWire.com
12/20/2022 A Liquid Alts Shop Leads With $196MM MFWire.com
2/2/2022 An $80B-AUM Firm Closes On an $8B-AUM Deal MFWire.com
8/18/2020 Small Fund Firms' Outflows Quadruple MFWire.com
7/21/2020 Ark Repeats As Small Firms' Outflows Plummet MFWire.com
6/17/2020 Moss Hires Ops and Distro Chiefs For Polen MFWire.com
3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
12/16/2019 Small Fund Firms' Outflows Plunge MFWire.com
10/16/2019 A Global Equity Shop Three-Peats MFWire.com
3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
12/11/2018 Four Fund Firms Are Repeatedly Among the Best Workplaces MFWire.com
7/11/2017 Follow the Fundsters - July 11, 2017 MFWire.com
6/15/2017 Polen Expands to Boston with New Hire MFWire.com
1/6/2017 Filings for Fundsters - January 6, 2017 MFWire.com
11/23/2016 Follow the Fundsters - November 23, 2016 MFWire.com
11/17/2016 The New Fund Fuss - November 17, 2016 MFWire.com
9/28/2016 The New Fund Fuss - September 28, 2016 MFWire.com
3/23/2015 After 26 Years, a Focused Shop Debuts Its 2nd Strategy MFWire.com
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