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Polen Capital

Dec 2024 → Mar 2026 · Publishes quarterly · 14 funds

Our archive holds 44 letters from Polen Capital, behind 76 investment theses. Every quote below is copied verbatim from the letter it came from.

Polen Capital’s own letters page
44
Letters
0
Companies
0
Moves
76
Theses

Theses · 76

  • Lam Research
    March 2026

    Lam Research is a semiconductor equipment supplier with high switching costs, stable share, margin expansion, and AI-driven demand visibility.

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  • Siemens Energy
    March 2026

    Siemens Energy is a power infrastructure leader benefiting from AI-driven electricity demand and improving profitability.

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  • ServiceNow
    March 2026

    ServiceNow is a mission-critical workflow software company with sticky customers, proprietary AI tools, and strong long-term growth potential.

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  • ASML
    March 2026

    ASML is a monopolistic lithography equipment leader with major barriers to entry, semiconductor tailwinds, and high-teens earnings growth potential.

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  • Meta Platforms
    March 2026

    Meta Platforms is a global advertising platform with AI monetization, massive user reach, and attractive valuation-driven growth potential.

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  • AIA Group
    March 2026

    AIA Group is a leading Asian insurer with a strong agent network and structural growth tailwinds.

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  • Rollins
    March 2026

    Rollins is a leading pest control company with recurring demand, strong retention, scale advantages, and long-term compounding potential.

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  • CoStar Group
    March 2026

    CoStar Group is a deeply embedded information platform with domain expertise, AI resilience, and margin expansion potential.

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  • Meta Platforms
    March 2026

    Meta Platforms is a global digital advertising platform with strong AI monetization, massive user reach, and attractive long-term earnings growth.

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  • Tokyo Electron
    March 2026

    Tokyo Electron is a leading semiconductor equipment vendor with scale advantages, strong customer ties, and mid-teens return potential.

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  • Mitsubishi Heavy Industries
    March 2026

    Mitsubishi Heavy Industries is a Japanese industrial and defense conglomerate with AI power demand and defense tailwinds.

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  • Bloom Energy
    March 2026

    Bloom Energy provides onsite fuel-cell power solutions that are well positioned to benefit from AI data center electricity demand.

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Showing the 48 most recent of 76 theses. Browse them by company to see the rest.

Letter archive · 44

2026

2025

2024

Funds · 14

  • Polen Focus Growth7
  • Polen Global Growth7
  • Polen International Growth7
  • Polen Emerging Markets Growth6
  • Polen Global SMID Company Growth4
  • Polen US Small Cap Growth2
  • Polen US Small Company Growth2
  • Polen US Smid Cap Growth2
  • Polen US Smid Company Growth2
  • Polen 5Perspectives Small Growth1
  • Polen 5Perspectives Small Mid Growth1
  • Polen Credit Opportunities Fund1
  • Polen US Opportunistic High Yield1
  • Polen US SMID Growth1

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