Polen Focus Growth has very strict standards and an investment team that adheres to them to great effect. It merits a Morningstar Analyst Rating of Silver across all its share classes and vehicles.
Will POLIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable POLIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the POLIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of POLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.