Polen Capital

Founded in 1979, Polen Capital is an independent global investment manager headquartered in Boca Raton, Florida. It manages capital for institutions, financial advisers, and individual investors through a platform spanning the United States, international and emerging-markets equities, leveraged credit, private credit, and related strategies.

Polen is especially associated with concentrated, high-conviction portfolios built through bottom-up fundamental research and long holding periods. Its Quality Growth strategies typically hold 20–35 companies, while its emerging-markets portfolios typically hold 25–40 names. The firm has also developed a substantial credit capability focused on high yield, leveraged loans, private credit, and CLOs.

For students, the firm is notable for its autonomous investment teams: equity and credit groups operate with distinct processes while sharing centralized distribution, operations, and support infrastructure. Current investment teams are based across the United States, London, and Hong Kong, with the firm also maintaining a presence in Abu Dhabi.