Polen International Growth Investor (POIRX)
Polen International Growth Investor operates in the Asset Management industry of the Financial Services sector, headquartered in Wilmington, DE, US. The stock last traded at $14.51, up 0.83% on the session, giving a market capitalisation of $86.7M. Its beta of 0.82 implies it has historically moved less than the broad market.
This fund typically allocates capital to a concentrated portfolio, generally comprising 25 to 35 equity positions. It targets large-capitalization businesses, defined as those with market valuations exceeding $5 billion at the time of purchase, across both mature and growth markets. A key selection criterion is the Adviser's assessment of a company's robust and lasting competitive edge. The majority of its investments are directed towards international (non-U.S.) stocks. This particular fund is categorized as non-diversified.
Polen International Growth Investor is most often compared with the following Financial Services names: