Polen Capital

Polen Capital was founded in 1979 by Stanley Polen in Boca Raton, Florida and has grown into a significant institutional asset manager specializing in high-quality growth equity. The firm's flagship Focus Growth strategy has delivered exceptional long-term returns by concentrating in a small number of businesses with above-average earnings growth, high and sustainable returns on equity, and strong free cash flow generation. It is now led by CEO Stan Moss and a deep team of fundamental analysts.

Polen Capital's philosophy is rooted in owning compounding machines — businesses where the underlying economics allow them to reinvest capital at high rates of return for many years. The firm avoids businesses with high debt, cyclical earnings, or commoditized products. This approach has led to a portfolio concentrated in healthcare, technology, and consumer companies with dominant market positions. Polen has expanded its offering beyond large-cap growth to include international and emerging market strategies following the same quality-first principles.