CUlture

Culture of Results

We’re passionate about making a meaningful difference in the lives of investors entrusting us with their financial well-being.

Start with Why

At the center of everything we do is our “Why”— our purpose as a firm to create lasting value for our clients, colleagues, and our community.

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Our Culture

Our culture of results is engrained in the fabric of who we are, our investment approach, and how we run our business. It is a culture rooted in quality. We are dedicated to supporting and empowering our people and our community.

We have created a results-only work environment (ROWE) that fosters continuous improvement, learning, and a growth mindset. We are extremely proud of ROWE’s influence on the talent we are able to attract and its positive effects on outcomes for our clients and the communities we serve. From offering an innovative work environment to investing in continuing education of each employee, Polen Capital is committed to doing the right thing in the right way for our clients, our community, and our team.

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Our Core Values

We live by three core values:

 

  1. Do the right thing: Our clients are the reason we are in business. We make every decision with the best interests of our clients, employees, and external partners in mind.

  2. Do more than expected: Excellence, not perfection, is the base; unexpected service and performance is the goal. Going a step further sets us apart from the competition.

  3. Respect the individual: We build trust with both clients and colleagues by acting with integrity and respect. We seek diversity of thought and encourage inclusion through collaboration, recognizing that world-class results are achieved together.

Our culture has helped Polen Capital to be named among the best places to work by Pensions & Investments each of the last eight years.

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Rachel Trock
Chief People Officer
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Culture of Inclusivity

Polen Pillars of Diversity & Inclusion

Our commitment to Diversity & Inclusion focuses on driving representation for people of underrepresented backgrounds within the asset management industry, expanding our ability to go beyond for those we serve.

Ensure Diverse Talent Pipeline

Diverse perspectives create exceptional results. We strive to build and develop a well-rounded team of exceptional individuals to lend their experiences for productive insights.

Diverse

Data as of 12-31-2023. Diversity at Polen Capital is defined by women, people of color (POC), veterans, members of the LGBTQ+ community, and those with disabilities.

Employee

Drive Promotion, Retention, and Inclusivity

Through employee resource groups and other company-wide initiatives, we seek to build a culture of belonging to ensure that all individuals can be seen, heard and celebrated.

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Women Inspiring Success & Engagement

  • Attracts and retain top female talent
  • Supports skill-building, mutual collaboration
  • Works with leadership to build an environment for women to thrive
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Polen PRIDE

  • Creates opportunities for LGBTQ+ employees and allies
  • Celebrates diverse identities and experiences
  • Cultivates a collaborative, equitable, and inclusive environment
Polen Cares

Polen Cares

  • Represents the firm’s commitment to supporting our global communities
  • Drives employee-directed philanthropic efforts
  • Empowers and encourages collaboration among global offices
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Employees Building Resources & Community Engagement

  • Builds representation for multicultural groups and their allies
  • Fosters awareness of people of color
  • Serves as a resource for workplace success and engagement

Employee Resource Groups

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Engaging Our Communities

Polen Capital has partnered with the Make-A-Wish® Southern Florida foundation since 2007. It is our great pleasure to have fulfilled 500+ wishes and raised impactful assets through our annual Make-A-Wish® Polen Capital Golf Tournament.

Learn more about how our approach goes beyond all expectations.

How can Polen Capital go beyond for you?

Get in Touch
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Polen Capital named to Pensions & Investments Best Places to Work in Money Management in the category for asset managers with 100-499 employees as of 12-13-2021. 100 applicants are surveyed for the award annually. The Best Places to Work Award is managed by Best Companies Group (BCG) and requires participating organizations to complete a two-part process. The first part evaluates workplace policies, practices, and demographics and is worth approximately 25% of the total evaluation. The second part consists of an employee survey to measure the employee experience and is worth approximately 75% of the total evaluation. The combined scores determine the top companies and which companies are included on the list. There is no cost to participate. BCG is compensated by Polen Capital for advertising and licensing fees.