Polen Growth Fund Institutional Class
POLIX
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
- FundVantage Trust (Polen) United States of America
- IPO Date
- Sep 16, 2010
- CIK
- 0001388485
- Website
- polencapital.com
- Similar Companies
- Business
- Polen Growth Fund Institutional Class (POLIX) is a mutual fund managed by Polen Capital Management, LLC that seeks long-term capital growth by investing primarily in a concentrated portfolio of common stocks issued by large-capitalization companies, defined as those with market capitalizations exceeding $5 billion at the time of purchase, which possess sustainable competitive advantages and above-average earnings growth potential; the fund maintains a high-conviction, low-turnover approach with an annual turnover rate of approximately 33% since inception, a weighted average market capitalization of $1.133 trillion, and top holdings including Microsoft Corp (8.6%), Oracle Corp (8.5%), Amazon.com Inc (8.1%), Shopify Inc (5.2%), and Broadcom Inc (5.2%); sector allocations emphasize information technology (44.6%), health care (15.6%), financials (15.5%), and consumer discretionary (12.3%), with a net expense ratio of 0.97% and a minimum initial investment of $100,000. Polen Capital, founded in 1979 by David Polen in New York and headquartered in Boca Raton, Florida, with additional offices in Boston, London, and Hong Kong, reorganized from an S-corporation to an LLC in July 2007 and manages approximately $53 billion in assets across growth equity and high-yield credit strategies; the firm operates autonomously with distinct investment teams and integrates material ESG factors into its fundamental analysis. In recent developments, Polen Capital acquired DDJ Capital Management in February 2022 to enter high-yield investing, recruited a high-yield team from Aberdeen in January 2025, launched its first collateralized loan obligation in March 2025 and a second $408.45 million CLO (Polen Capital CLO 2025-2, Ltd.) in December 2025 to expand its credit platform, and experienced a management transition in the Focus Growth strategy with comanager Brandon Ladoff stepping down in March 2025 and departing the firm by June 2025, leaving lead manager Dan Davidowitz and comanager Damon Ficklin in place. The fund, with inception on September 15, 2010, targets institutional and high-net-worth investors seeking exposure to U.S.-centric large-growth equities, benchmarked against the Russell 1000 Growth Index, and remains available primarily in the United States.