The Process Pillar is our assessment of how sensible, clearly defined, and repeatable POLRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the POLRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of POLRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A topnotch approach, despite recent returns.
Drew Carter
Analyst
Summary
Polen Focus Growth offers investors many attractive attributes. Despite lagging the benchmark in recent years, this strategy is capable of delivering long-term success.