Polen Capital Management is a registered investment advisor that focuses on disciplined, bottom-up growth equity strategies. The firm manages separately managed accounts and wrap accounts for various clients, including high net worth individuals, family offices, endowments, foundations, corporations, and public funds. Polen Capital Management offers multiple growth-oriented investment strategies, ranging from large-company U.S. and global growth to small-company and emerging market growth strategies. Clients can open individually managed accounts, participate in wrap fee programs, or access the firm's strategies through mutual funds, exchange-traded funds, and collective investment trusts. The firm emphasizes rigorous fundamental research, quality balance sheets, and consistent earnings growth to build concentrated portfolios while allowing clients to place reasonable investment restrictions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Rates shown reflect the standard high net worth fee schedule for Focus Growth, Global Growth, and International Growth strategies. Ultra Small Growth charges 1.75% on the first $500,000 and 1.25% thereafter. Institutional fee schedules and other strategies also apply. Fees are negotiable.