Polen Capital
Polen US Smid Company Growth
US Mid-cap Growth
Dec 2024 → Mar 2025
Our archive holds 2 letters from this strategy, behind 9 investment theses and positions in 9 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
- Comfort Systems USA, Inc.Mar 2025Comfort Systems is a leading mechanical, electrical, and plumbing provider with a strong track record in new construction and a mid-teens earnings growth outlook, primarily focused on commercial and industrial markets.
- Construction PartnersMar 2025Construction Partners is a leading paving operator in the Southeast U.S. with strong management, vertical integration advantages, and significant growth potential through acquisitions and infrastructure projects.
- Manhattan AssociatesMar 2025Manhattan Associates is the leading provider of warehouse and distribution center software, successfully transitioning to a cloud-based SaaS model that has enhanced its growth potential and created attractive investment opportunities.
- WingstopMar 2025Wingstop is an attractive investment due to its strong unit economics, growth potential, digital innovation, and customer loyalty, especially after a recent stock pullback.
- Bentley SystemsDec 2024Bentley Systems is a leading infrastructure engineering software company focused on horizontal networks, investing in innovative technologies to enhance its stable, mission-critical business with strong growth potential.
- Dutch BrosDec 2024Dutch Bros is a rapidly growing drive-through coffee company with strong quarterly results and potential for significant long-term earnings growth through unit expansion and menu innovation.
- EntegrisDec 2024Entegris is a leading supplier of materials and process solutions for the semiconductor industry, expected to achieve sustainable high-teens EPS growth driven by double-digit revenue growth and margin expansion.
- Insight EnterprisesDec 2024Insight Enterprises is a global IT solutions provider poised for 18% earnings per share growth over the next five years, benefiting from increased IT spending and strong customer relationships.
- Pure StorageDec 2024Pure Storage is a high-performance, all-flash data storage provider that leverages proprietary technology to achieve premium margins and is expected to grow earnings at a 20% CAGR driven by increasing demand.