Polen Capital
Polen Capital 5Perspectives Ultra-Small Growth
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy, behind 4 investment theses and positions in 10 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+18.3%index +8.5%
- 1Y+20.1%index +10.8%
- 3Y · /yr+36.3%index +23.1%
- 5Y · /yr+10.8%index +2.6%
- Inception · /yr+19.7%index +8.6%
Index: Russell Microcap Growth
| YTD | 1Y | 3Yper year | 5Yper year | Since inceptionper year | |
|---|---|---|---|---|---|
| Polen Capital 5Perspectives Ultra-Small Growth | +18.3% | +20.1% | +36.3% | +10.8% | +19.7% |
| Russell Microcap Growth | +8.5% | +10.8% | +23.1% | +2.6% | +8.6% |
Since inception: Inception (1-1-2020)
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
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
- Kodiak SciencesSep 2026Kodiak Sciences develops retinal disease therapies and gained conviction after positive Phase 3 wet AMD results and progress toward regulatory approval.
- Flotek IndustriesSep 2026Flotek Industries combines energy-focused specialty chemistry with recurring data and power services, and the market rewarded its margin mix shift and strong growth.
- Vishay Precision GroupSep 2026Vishay Precision Group supplies precision components to industrial and AI-linked end markets, with resilient demand offset by near-term margin pressure.
- Babcock & WilcoxSep 2026Babcock & Wilcox provides boiler and power technologies with growing AI data center exposure, backed by rapid revenue growth and a large backlog.