Polen International Growth Institutional
POIIX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- WILMINGTON DE 19809 Wilmington DE United States of America 19809
- IPO Date
- Dec 30, 2016
- CIK
- 0001388485
- Website
- polencapital.com
- Similar Companies
- Business
- Polen International Growth Fund Institutional (POIIX) is an open-end mutual fund managed by Polen Capital Management LLC that seeks long-term capital growth through a concentrated portfolio of 25-35 high-quality international growth companies exhibiting sustainable above-average earnings growth, high returns on capital, strong balance sheets, and competent management teams. The Fund primarily invests in large- and mid-cap equities across developed and emerging markets outside the United States, with a focus on sectors including information technology (approximately 40%), financials (20%), consumer discretionary (17%), and health care (11%); top holdings as of recent periods include SAP SE, Sage Group PLC, MercadoLibre Inc., Shopify Inc., and ASML Holding NV. It offers Institutional Class shares (ticker: POIIX, CUSIP: 360875330, minimum investment $100,000) and Investor Class shares (ticker: POIRX, CUSIP: 360875348, minimum investment $3,000), with net expense ratios of 1.08% and 1.33%, respectively, subject to a contractual expense limitation through August 31, 2025. The Fund, which commenced operations on December 30, 2016, is domiciled in the United States and benchmarked against the MSCI ACWI ex USA Index. Polen Capital Management LLC, founded in 1979 and headquartered in Boca Raton, Florida, with additional offices in Boston and London, serves as the investment adviser, emphasizing a low-turnover (historically 37-42% annual turnover) approach with long-term holding periods and active share exceeding 90%. In the last 1-2 years, the Fund has maintained portfolio stability with no material changes reported as of April 30, 2025, though it experienced higher-than-average turnover in Q4 2024, including sales of positions in Kering, LVMH, Temenos, CSL, and Accenture, and new additions such as Nu Holdings, Monday.com, Schneider Electric, Spotify, and Willis Towers Watson to enhance mid-teens EPS growth potential. Polen Capital announced internal team adjustments effective in 2025, with Daniel Fields assuming the role of Director of Research and Brandon Ladoff transitioning to focus on an incubation portfolio for future growth opportunities. Concurrently, the firm expanded its product offerings through partnerships, launching active ETFs including Polen Capital International Growth ETF (PCIG) on March 15, 2025, in collaboration with iM Global Partner, alongside Polen Capital China Growth ETF (PCCE) and plans for additional ETF wrappers to meet client demand.