# Polen International Equity

Polen International Equity is an Asset Manager based in Boca Raton, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Boca Raton, United States
- **Region:** North America
- **Address:** Boca Raton, FL, United States
- **Founded:** 1989
- **Assets under management:** $10B–$75B (Altss estimate)
- **Website:** polencapital.com

## Regulatory record

- **CRD number:** 340625
- **SEC file number:** 801-135446
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340625

## About

POLEN INTERNATIONAL EQUITY LLC is an SEC-registered investment adviser in Boca Raton, FL, registered since 2026. The firm employs 14 staff members and 4 investment advisers. It is headquartered in Boca Raton, FL.

## Sectors

- Enterprise Software
- Consumer Staples
- Financials
- Healthcare Services
- Industrial Tech

## Offices

- Boston, MA
- London, UK

## People

- Stan Moss — CEO
- Damon Ficklin — Head of Team, Portfolio Manager
- Rob Forker — Portfolio Manager

## Questions

### How does Polen International Equity source its investment ideas?

The team uses a bottom-up, fundamental research process that screens for businesses with durable competitive advantages, consistent earnings growth above 15 percent, high returns on capital, and clean balance sheets. Idea generation comes from quantitative screening, industry conferences, and the team's own global research travel. The concentrated portfolio of 20–30 stocks means each addition undergoes deep due diligence before a position is initiated.

### Who makes the final investment decisions for the International Equity strategy?

Damon Ficklin and Rob Forker serve as co-portfolio managers and share responsibility for all investment decisions. They are supported by a centralized Polen research team, but the final buy and sell decisions for the international portfolio rest with Ficklin and Forker.

### How is Polen's international equity strategy different from a broad ex-US index fund?

Polen runs a benchmark-agnostic, concentrated portfolio of 20–30 companies. Position sizes reflect conviction, not market-cap weight, and the strategy avoids the sector constraints and turnover patterns of index-tracking vehicles. This construction allows Polen to own smaller-cap, high-quality compounders that broad international indices often underweight.

### Does the International Equity strategy invest in emerging markets?

The core International Equity strategy invests primarily in developed markets across Europe, the United Kingdom, Japan, and Canada. Dedicated emerging-markets exposure sits in a separate vehicle following Polen's 2022 acquisition of Somerset Capital Management, a London-based emerging-markets specialist.

## Related profiles

- [Denver Ventures](https://altss.com/profile/denver-ventures)
- [Shah Wealth Advisors](https://altss.com/profile/shah-wealth-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/polen-international-equity-llc

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