Polen Growth Fund Institutional Class (POLIX)
Polen Growth Fund Institutional Class operates in the Asset Management industry of the Financial Services sector, headquartered in US. The stock last traded at $33.96, up 0.09% on the session, giving a market capitalisation of $3.26B. Its beta of 1.11 implies it has historically moved more than the broad market.
This fund primarily allocates its capital to a concentrated selection of common equities, focusing on sizable corporations. Eligible companies typically possess market valuations exceeding $5 billion at the point of acquisition and, in the judgment of the investment adviser, exhibit durable competitive advantages. Although the fund is constrained from dedicating 25% or more of its net assets to any single industry, it retains the discretion to emphasize investments in specific economic sectors or market segments periodically. This investment vehicle is classified as non-diversified.
Polen Growth Fund Institutional Class is most often compared with the following Financial Services names: