Polen International Growth Institutional (POIIX)
Polen International Growth Institutional operates in the Asset Management industry of the Financial Services sector, headquartered in Wilmington, DE, US. The stock last traded at $15.32, down 0.07% on the session, giving a market capitalisation of $90.1M. Its beta of 0.83 implies it has historically moved less than the broad market.
The fund strategically allocates its capital to a concentrated selection of approximately 25 to 35 common stocks. These holdings represent large-capitalization companies, defined as having a market valuation exceeding $5 billion when acquired, across both established and developing global markets. The investment adviser seeks out businesses that, in their judgment, demonstrate a durable competitive advantage. A significant portion of its assets are invested in non-U.S. equity instruments. It is characterized as a non-diversified fund.
Polen International Growth Institutional is most often compared with the following Financial Services names: