Polen Capital Increases Long-Term Alignment with Additional Equity Purchase

BOCA RATON, Fla.--()--Polen Capital announced that on January 4, 2019, it purchased an additional 11% of the firm from the Polen Family Trust. Employees now own 71% of the firm. This purchase is part of the firm’s business strategy to further expand employee equity participation and to continue to align its success with the long-term success of its clients.

“This purchase represents a major commitment to the firm and our employees, conviction in our investment approach and further alignment of our success with the success of our clients," said Stan Moss, Polen Capital CEO. "This transaction better enables us to attract and retain talented professionals and create a culture and environment where they thrive.”

ABOUT POLEN CAPITAL

Polen Capital is a global investment management firm that provides high value-added, quality growth investment strategies to sophisticated clients around the world. Since 1989, the firm has been committed to attracting experienced, disciplined investment professionals and building distinctive growth portfolios. Polen Capital's Large Company Growth Team based in Boca Raton, Florida covers a global equity universe of high-quality growth companies and manages the flagship Focus Growth, Global Growth, and International Growth investment strategies. The Small Company Growth Team based in Boston oversees the U.S. Small Company Growth and International Small Company Growth strategies. Polen Capital serves a wide range of institutional and individual investors. The firm has been recognized by Pensions & Investments as one of the industry’s Best Places to Work in each of the past three years. For more information on Polen Capital, visit www.polencapital.com and connect with us on LinkedIn.

Contacts

Tucker Hewes
Hewes Communications, Inc.
tucker@hewescomm.com
212-207-9451

Release Summary

Polen Capital announced that it purchased an additional 11% of the firm from the Polen Family Trust. Employees now own 71% of the firm.

Contacts

Tucker Hewes
Hewes Communications, Inc.
tucker@hewescomm.com
212-207-9451