Polen Capital
Polen 5Perspectives Small Growth
Small-cap Growth
Mar 2026 → Sep 2026
Our archive holds 4 letters from this strategy, behind 3 investment theses and positions in 11 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in a year · follow all of Polen Capital for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD
- YTD+17.5%index +10.7%
- 1Y+15.7%index +12.1%
- 3Y · /yr+37.7%index +17.6%
- 5Y · /yr+9.7%index +4.7%
- 10Y · /yr+21.5%index +9.9%
- Inception · /yr+10.7%index +7.0%
Index: Russell 2000 Growth
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Polen 5Perspectives Small Growth | +17.5% | +15.7% | +37.7% | +9.7% | +21.5% | +10.7% |
| Russell 2000 Growth | +10.7% | +12.1% | +17.6% | +4.7% | +9.9% | +7.0% |
Since inception: Inception (11-1-2000)
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 →What it bought and sold
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.