Polen Capital, an independently owned global investment manager, has launched a US Small Company Growth strategy to be led by Tucker Walsh from a new office in Boston.
Walsh has managed small cap portfolios and researched small cap companies for more than 25 years and brings a wealth of leadership experience from his roles as CEO and Head of Portfolio Management at Copper Rock Capital. He will build and head Polen Capital’s Small Company Growth Team as an autonomous unit out of a new Boston office.
The US Small Company Growth strategy seeks to outperform by investing in stocks of businesses that are positioned to capitalize on long-term growth opportunities and have strong financials, a sustainable competitive advantage and the potential for durable five-year earnings growth.
Stan Moss (pictured), Polen Capital’s CEO, says: “Tucker is a great fit for the firm and his concentrated small cap growth experience will expand Polen Capital’s unique philosophy to the small cap universe and extend our value proposition to clients.
“Our existing infrastructure will provide Tucker with the business management, operational, technological and distribution support that will allow him to focus exclusively on investing and adding value to client portfolios.”
Polen Capital’s expansion into US small company growth underscores the firm’s commitment to broaden its investment capabilities and deliver its distinct value proposition to clients. The concentrated small company growth offering will deliver Polen Capital’s time-tested investment philosophy applied to small capitalisation companies.
