Fund Placement

Polen Capital launches in Australia in partnership with Axius

November 11, 2020

November 11th, 2020

Press Release: Global Investment Firm Launches in Australia

Polen Capital (“Polen”) has entered the Australian market via an exclusive partnership with Axius Partners (“Axius”) a local Placement Agent and Advisory Firm.

Polen with offices in Boca Raton, Boston and London will initially be offering its high conviction Global Growth and Global Emerging Markets Growth Strategies to local institutional and wholesale investors. For more than three decades, Polen Capital has been dedicated to serving institutional and individual investors by providing concentrated growth portfolios of the highest-quality companies. The firm currently manages assets (FUM) of US$51B, with US$3.8B in Global Growth Equities as of 30 September 2020.

Polen’s Global Growth Strategy seeks to achieve long-term growth by building a concentrated portfolio of high quality global companies with intrinsic competitive advantages and the potential for sustained growth outperformance.

Polen’s Global Growth Strategy has achieved 16.49% gross returns since inception (01/01/2015) compared to the MSCI ASCWI Benchmark of 7.52% representing relative annualised outperformance of 8.97%.

Cumulative returns since inception are 140.49% for the Portfolio gross of fees vs. 51.81% for the Index. These strong returns coupled with unique investment methodology sets apart Polen from other managers in this space.

Axius is delighted to be working with Polen given its successful approach to investing, high quality returns and strong focus on people and culture.

Axius was established in 2011 to provide tailored Fund Placement, Funds Management and Capital Advisory solutions. Axius Partners works with top tier Fund Managers from across the globe and represents them in the Institutional, Family Office, Private Bank and Wealth Manager investor segments. The team at Axius has a proven track record of investment success across an array of asset classes including Australian Equities, Global Equities, Private Equity, Fixed Income, Real Estate and Alternative investments.

For further information please contact Axius Partners:

George Giovas John Maragiannis

Managing Director Managing Director