Polen Capital Launches U.S. Small Company Growth Strategy

Appoints Tucker Walsh to Head Small Company Growth Team

Announces Planned Opening of Boston Office

BOCA RATON, Fla.--()--Polen Capital, an independently owned global investment manager, announced today that it has launched a U.S. Small Company Growth strategy, and that Tucker Walsh will join the Firm to lead a small company team and open a Boston office.

“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.”

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 U.S. 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, Polen Capital’s CEO, said, “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,” continued Moss.

Polen Capital’s expansion into U.S. 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 capitalization companies.

About the Portfolio Manager

Mr. Walsh joined Polen Capital in 2017. Prior to joining Polen Capital, Mr. Walsh spent ten years as CEO and Head of Portfolio Management at Copper Rock Capital Partners and nine years as Managing Director and Head of Small Cap Growth Team at State Street Research. He also spent seven years working in research for Cowen & Co., Merrill Lynch & Co., Cowen Asset Management and Chilton Investment Company. Mr. Walsh received a B.A. in Economics from Washington and Lee University.

About Polen Capital

Founded in 1979, Polen Capital is a global investment management firm that provides high value-added quality growth investment strategies to sophisticated clients around the world. The Firm is committed to attracting experienced, disciplined investment professionals to add value to client portfolios. Polen Capital’s Large Company Growth Team based in Boca Raton, Florida oversees a global equities universe of high-quality growth companies and manages the flagship Focus Growth, Global Growth, and International Growth investment strategies. The Small Company Growth Team based in Boston oversees the U.S. Small Company Growth strategy. Polen Capital’s strategies are offered through various investment vehicles to accommodate a broad range of client mandates. For more information on Polen Capital visit www.polencapital.com and connect with us on LinkedIn.

Contacts

Polen Capital
Michelle Beracha, 1-561-241-2425
Senior Marketing Associate
mberacha@polencapital.com

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