Polen Capital
Polen US Small Company Growth
US Small-cap Growth
Dec 2024 → Mar 2025
Our archive holds 2 letters from this strategy, behind 5 investment theses and positions in 5 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 2 years — follow all of Polen Capital for every strategy.
Its investment theses
- Bio-TechneMar 2025Bio-Techne is a leading provider of life sciences tools with strong long-term growth potential driven by innovation and exposure to emerging markets like cell and gene therapy.
- BeldenDec 2024Belden is transitioning into a solutions-driven leader in networking and connectivity, targeting mid-single-digit revenue growth and 10%-12% EPS growth through 2028, supported by a strong balance sheet and disciplined management.
- FabrinetDec 2024Fabrinet is a leader in advanced optical and precision electromechanical manufacturing, positioned for strong growth due to favorable market trends and its relationship with NVIDIA.
- TrexDec 2024Trex is well-positioned to capitalize on the growing demand for sustainable building materials and outdoor living spaces, supported by strong fundamentals and attractive pricing.
- WillScot Holdings Corp.Dec 2024Willscot Holdings is a leading provider of turnkey space and storage solutions in North America, with a predictable business model forecasted to achieve mid-teens EPS growth over the next five years.