Polen Global Growth Fund
PGIRX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
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
- WILMINGTON DE 19809 Wilmington DE United States of America 19809
- IPO Date
- Jul 9, 2015
- CIK
- 0001388485
- Website
- polencapital.com
- Similar Companies
- Business
- Polen Global Growth Fund (PGIRX) is an open-end mutual fund that seeks long-term capital growth by investing in a concentrated portfolio of 25-35 large-cap global growth companies with sustainable competitive advantages, high returns on invested capital, and above-average earnings growth potential; the fund emphasizes low turnover and long-term holdings, benchmarked against the MSCI ACWI Net Total Return Index. The Investor Class shares (PGIRX), with a minimum initial investment of $3,000 and a net expense ratio of 1.26%, hold top positions including Amazon.com Inc., Oracle Corp., Shopify Inc., Microsoft Corp., and Paycom Software Inc., with sector allocations led by information technology (approximately 37-41%), financials (20-22%), and healthcare (14-15%); the portfolio features 78% U.S. stocks, 19% non-U.S. stocks, and 2% cash, domiciled in the United States and available for sale primarily to U.S. investors. Polen Capital Management LLC, founded in 1989 and headquartered in Boca Raton, Florida, serves as the investment adviser, with portfolio managers Damon Ficklin (since 2017) and Stephen Atkins (since May 2025) leading the Large Company Growth team of 12 professionals; the Institutional Class (PGIIX) launched on December 30, 2014, followed by the Investor Class on July 6, 2015. Recent developments include the addition of Stephen Atkins as co-portfolio manager in May 2025, enhancing the team's expertise ahead of the fund's expense limitation agreement expiration on August 31, 2025; Polen Capital, the fund's adviser, closed its second collateralized loan obligation (CLO) of 2025 at $408.45 million in December 2025, signaling expansion in credit capabilities, and launched two active credit ETFs—the Polen Floating Rate Income ETF (PCFI) and Polen High Income ETF (PCHI)—in March 2025. The firm also manages over $50 billion in assets across growth equity and credit strategies, with recent quarterly performance showing net returns of 2.73% for Q4 (YTD 4.94%) versus the benchmark's 7.62% (YTD 18.44%), reflecting a focus on quality growth amid market volatility; total net assets stand at approximately $326 million, with the Investor Class at $15 million. The fund integrates material ESG factors into its fundamental analysis without compromising return objectives, targeting institutional and retail investors seeking global large-stock growth exposure.