POLEN CAPITAL

Polen Capital is a global investment management firm specializing in growth equity and credit strategies. Founded in 1979, the firm manages approximately $43 billion in assets (as of December 31, 2025) for institutions, financial advisors, and individual investors. With offices in Boca Raton, Boston, Chicago, London, Hong Kong, and Abu Dhabi, Polen Capital delivers high-conviction, actively managed portfolios designed for long-term results.
The firm operates through four autonomous investment teams: Quality Growth, 5Perspectives Growth, Global Emerging Markets, and Leveraged Credit, and offers strategies across equity and credit markets. Polen Capital is committed to preserving and growing clients’ assets while fostering a culture of integrity, collaboration, and innovation.

POLEN CAPITAL articles / content

2026 High Yield & Leveraged Loan Mid-Year Review & Outlook

POLEN CAPITAL

2026 High Yield & Leveraged Loan Mid-Year Review & Outlook

Markets appear resilient on the surface, but growing issuer-level dispersion is creating opportunity beneath the surface.

When a Theme Becomes Investable: Electrification in Practice

POLEN CAPITAL

When a Theme Becomes Investable: Electrification in Practice

A theme is not the risk. How you interpret it, and when you act on it, is.

Re-Thinking Volatility in Small Cap | Polen Capital

POLEN CAPITAL

Re-Thinking Volatility in Small Cap | Polen Capital

What if volatility is the opportunity? See how small cap dispersion can create compelling opportunities for active management.

Focused on the Forces That Matter | Polen Capital

POLEN CAPITAL

Focused on the Forces That Matter | Polen Capital

Look up before you look down: structural forces help reveal where durable growth is forming within a disciplined investment process

Webinar Replay: Turning Insight Into Action | Polen Capital

POLEN CAPITAL

Webinar Replay: Turning Insight Into Action | Polen Capital

In this webinar replay, Head of Team and Portfolio Manager Drew Cupps and Investment Specialist Simon Rafferty, CFA, discuss what...

AI’s Second Act: From Suppliers to Appliers

POLEN CAPITAL

AI’s Second Act: From Suppliers to Appliers

Why value is shifting from AI infrastructure to the businesses that integrate and monetize it.

Leveraged Credit 2025 Review & 2026 Outlook | Polen Capital

POLEN CAPITAL

Leveraged Credit 2025 Review & 2026 Outlook | Polen Capital

Leveraged credit markets showed resilience in 2025, with AI and economic shifts setting the stage for new challenges and opportunities...

When Quality Isn’t Enough: A Multi-Dimensional Lens for Small Cap Investing

POLEN CAPITAL

When Quality Isn’t Enough: A Multi-Dimensional Lens for Small Cap Investing

Quality isn’t one size fits all. Discover how a multi-dimensional process can spot tomorrow’s leaders in small cap investing