Polen Capital Management - International Growth Composite

International high-quality growth equity investing focused on competitively advantaged businesses capable of compounding earnings over time.$143M AUM1 published idea

Polen International Growth seeks long-term growth and capital preservation by owning high-quality international companies with durable competitive advantages. The strategy is fundamentally driven and increasingly emphasizes business momentum, timing and opportunity cost while retaining a long-term compounding philosophy.

Ideas from Polen Capital Management - International Growth Composite

Long8035.TJun 2026

Tokyo Electron Limited

Tokyo Electron was the portfolio's top-performing holding during the quarter as investors rewarded companies directly enabling the AI infrastructure buildout. The company is a…

Letters covered

  • Polen International Growth - 2Q 2026 Portfolio Manager CommentaryJune 30, 2026

Source PDFs are not republished here; only extracted ideas and quotes.