iM Global Partner and Polen Capital are now offering Polen Capital’s Global Growth strategy to investors in a UCITS fund hosted by Amundi. The fund seeks to outperform – after applicable fees – the MSCI All Country World Index (ACWI) over any given five-year period.
The fund is managed by US-based Polen Capital, an independently-owned global growth equity investment firm that provides high value-added, quality growth investment strategies to clients worldwide. Polen Capital assets were over USD25 billion as of 31 March, 2019 and the firm has a 30-year track record of strong performance. Polen Capital was also recognised as one the “Best Places to Work in Money Management” in 2016, 2017 and 2018 by Pensions & Investments, a leading US institutional investment publication.
Amundi Funds Polen Capital Global Growth seeks to invest in stocks of businesses in both the US and non-US markets that are well positioned to capitalise on long-term growth opportunities and have strong financials, a sustainable competitive advantage and the potential for durable five-year earnings growth. The portfolio is typically limited to about 30 holdings that the portfolio managers believe are best positioned for sustained earnings growth.
The fund is offered to investors through iM Global Partner’s distribution platform. iM Global Partner has had a strategic minority investment in Polen Capital since 2016.
José Castellano (pictured), Deputy CEO and Head of International Distribution of iM Global Partner, says: “Polen Capital has an outstanding 30-year track record in growth companies. And there are growing demands of global investors for high quality and highly active asset managers, so we are thrilled to be able to answer this demand with Polen Capital.”
Jennifer Pedigo, CFA, Head of Distribution, Polen Capital, adds: “Clients benefit from access to a high conviction global growth strategy built from a time-tested, outcome-oriented investment philosophy. We’re delighted to collaborate with Amundi and iM Global Partner to bring our investment capabilities to a broader marketplace.”
