Polen Capital
Polen 5Perspectives Small Growth
Small-cap Growth
Mar 2026 → Jun 2026
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 5 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.
What it bought and sold
- ExitedFastlyJun 2026
During the period, we exited the position as our process identified more attractive opportunities elsewhere and our conviction in the risk/reward profile diminished.
We exited the position during the period as our process led us to redeploy capital into opportunities where we saw a more compelling combination of thematic tailwinds, fundamentals, and technical characteristics.
Also held
Its investment theses
- Bloom EnergyJun 2026Bloom Energy provides on-site power solutions and is positioned to benefit from rising electricity demand driven by AI infrastructure and data center buildouts.
- VicorJun 2026Vicor supplies power modules and power delivery solutions and could benefit from secular growth in AI infrastructure and hyperscale data center spending.
- Bloom EnergyMar 2026Bloom Energy provides onsite fuel-cell power solutions that are well positioned to benefit from AI data center electricity demand.