Long8035.TJun 2026
Tokyo Electron Limited
Tokyo Electron is a leading supplier of semiconductor manufacturing equipment with strong positions across deposition, etch, cleaning, and coating and developing systems. Polen…
Polen Capital Management, LLC - International Growth Composite
Concentrated international quality-growth investing in competitively advantaged companies capable of compounding earnings across developed and emerging markets outside the U.S.$143M AUM2 published ideas
Polen Capital Management, LLC is an independent registered investment adviser focused on high-quality growth businesses with durable competitive advantages. The International Growth strategy applies that philosophy outside the U.S., seeking companies with strong long-term earnings power while balancing sector exposure and valuation discipline.
Ideas from Polen Capital Management, LLC - International Growth Composite
Long8035.TJun 2026
Tokyo Electron Limited
Tokyo Electron is a leading supplier of semiconductor manufacturing equipment with strong positions across deposition, etch, cleaning, and coating and developing systems. Polen…
Letters covered
- Polen International Growth - 2Q 2026 Portfolio Manager CommentaryJune 30, 2026
- Polen International Growth - 2Q 2026 Portfolio Manager CommentaryJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.