On this episode of the Axius Partners Podcast we talk to Paul Williams who is the Head of International Business Development at Polen Capital. Paul provides an introduction to Polen Capital and also the importance of culture throughout the organization. Paul talks through how since 1979 Polen Capital has been able to maintain an excellent firm wide culture and core values which has underpinned the strong performance across all their strategies.
Polen Capital is an independently owned, employee-controlled global investment management firm. They specialize in providing concentrated, high-quality growth equity strategies and serve a client base that includes public funds, sovereign wealth clients, corporate retirement plans, endowments and foundations, family offices, and high net worth individuals.
Legal Disclaimer
It is the responsibility of any persons wishing to engage investment advisory services to inform themselves of and to observe all applicable laws and regulations of any relevant jurisdictions. Prospective clients should inform themselves as to the legal requirements and tax consequences within the countries of their citizenship, residence, domicile and place of business with respect to the acquisition, holding or disposal of any investments in stock or bonds, and any foreign exchange restrictions that may be relevant thereto. Polen Capital Management products or services are not registered for public sale in Australia, New Zealand or Papua New Guinea, respectively. The Information is provided for informational purposes only. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable. The views and strategies described may not be suitable for all clients. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations.
Axius Partners General Disclaimer
This material has been prepared by the Trustee for Axius Partners Unit Trust ABN 85 102 756 347 as a corporate authorised representative (CAR No.1009220) of Axius Services Pty Ltd ABN 30 147 736 696 AFSL 499 066 (‘Axius’ or ‘we’) and is for general information purposes only and is not an offer or solicitation for the purchase or sale of any financial product or service. The material has been prepared for wholesale, institutional and professional clients and is not intended to provide you with financial or tax advice and does not take into account your objectives, financial situation or needs. Although we believe that the material is correct, no warranty of accuracy, reliability or completeness is given, except for liability under statute which cannot be excluded. Please note that past performance may not be indicative of future performance and that no guarantee of performance, the return of capital or a particular rate of return is given. Axius may hold positions in investments described in this material. This material is proprietary to Axius. The recipient of this material agrees not to reproduce or distribute this material in whole or in part and not to disclose any of its contents to any other person. This material is not intended for use by any US Person (as defined by the US Securities Act 1933) and is not for distribution and does not constitute an offer to or solicitation to buy any securities in the USA.