Amundi Funds – Polen Capital Global Growth Fund

This was our first introduction to the fund and strategy. This is one of several strategies that is focusing on a concentrated portfolio of around 20 to 30 global companies, and choosing what they see as the best businesses in the world.

The average holding period is 5 years and they still hold about half of what they did when they set up the fund. The fund demonstrates strong upside and downside capture as well as a batting average above 50. We can also see that this plays out in the performance, outperforming since launch and demonstrating in two down periods in 2018 and 2020 significant outperformance.

In terms of the types of companies they like, those with double digit returns with lower levels of risk. This means these are companies with strong balance sheets, they have stable or growing margins, strong cash flow, growing revenue growth and low levels of debt….read more

Fund Facts Morningstar

Notes

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