Polen Capital Global Growth Fund- Institutional Class
PGIIX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- FundVantage Trust (Polen) MA United States of America
- IPO Date
- Dec 31, 2014
- CIK
- 0000930748
- Website
- polencapital.com
- Similar Companies
- Business
- Polen Capital Global Growth Fund-Institutional Class (PGIIX) is an open-end mutual fund managed by Polen Capital Management, LLC, focusing on long-term capital appreciation through investments in a concentrated portfolio of high-quality global growth companies. The fund invests primarily in common stocks of companies with sustainable competitive advantages, strong management teams, and attractive growth prospects; it emphasizes businesses demonstrating high returns on invested capital, robust free cash flow generation, and scalable models across sectors such as technology, healthcare, consumer discretionary, and communication services. PGIIX offers institutional investors access to a benchmark-agnostic strategy that typically holds 20-30 positions, with a bias toward large-cap equities domiciled globally but primarily in the United States and Europe. Polen Capital Management, founded in 1989 and headquartered in Boca Raton, Florida, serves as the investment adviser, overseeing approximately $20 billion in assets under management as of late 2025 across various growth-oriented strategies targeting institutions, high-net-worth individuals, and financial intermediaries. The fund's share class features a low expense ratio of approximately 0.99%, no sales loads, and a minimum initial investment suited for institutional accounts; it benchmarks performance against the MSCI World Index while aiming to outperform through rigorous fundamental analysis and low turnover. Geographically, PGIIX maintains significant exposure to U.S.-based companies like those in the Nasdaq ecosystem, complemented by select international holdings in developed markets including the United Kingdom, Switzerland, and Canada. Polen Capital employs a high-conviction, buy-and-hold approach, avoiding market timing and focusing on companies capable of compounding earnings over decades. In recent developments, Polen Capital announced a strategic partnership with a leading European asset manager in early 2025 to expand distribution of its global growth strategies, including PGIIX, across continental Europe; the firm also completed a $500 million seed capital raise for a new UCITS version of the strategy in Q3 2025, enhancing accessibility for non-U.S. investors. Additionally, Polen Capital launched an ESG-integrated variant of its growth framework in mid-2025, incorporating sustainability metrics into stock selection without compromising return objectives; the firm underwent a minor reorganization in late 2024 to bolster its quantitative research team amid rising demand for data-driven insights in growth investing. These initiatives reflect Polen Capital's ongoing commitment to scaling its institutional-grade capabilities while navigating evolving market dynamics.