Polen Capital
Polen Capital 5Perspectives Growth Opportunities
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 13 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Polen Capital for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD
- YTD+6.7%index +6.4%
- 1Y+6.4%index +7.6%
- 3Y · /yr+38.0%index +23.8%
- 5Y · /yr+14.8%index +13.1%
- 10Y · /yr+21.9%index +17.6%
- Inception · /yr+14.7%index +12.8%
Index: Russell 3000 Growth
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Polen Capital 5Perspectives Growth Opportunities | +6.7% | +6.4% | +38.0% | +14.8% | +21.9% | +14.7% |
| Russell 3000 Growth | +6.4% | +7.6% | +23.8% | +13.1% | +17.6% | +12.8% |
Since inception: Inception (10-1-2007)
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →Also held
Its investment theses
- ArganSep 2026Argan provides EPC services for power generation and infrastructure, while investors weighed record results against backlog decline and margin concerns.
- MicrosoftSep 2026Microsoft provides cloud computing, productivity software, and AI services, with Azure strength and demand exceeding capacity supporting the stock.
- Bloom EnergySep 2026Bloom Energy manufactures solid-oxide fuel cell systems for onsite power, with AI data center power demand and strong results supporting sentiment.