Polen International

A new investment advisor for an experienced international equity team.

Polen International was formed to bring together an experienced investment team within a structure intended to align business and investment autonomy with institutional scale. The new investment advisor is designed to support the team’s long-standing philosophy, collaborative culture, and research discipline, while seeking to align the investment team’s incentives with long-term client outcomes.

Meet the team

Our Story

Built at the intersection of entrepreneurship and institutional support.

The origins of Polen International reflect a simple idea: an established investment record can benefit from a broader platform, deeper infrastructure, and a structure designed to align the long-term interests of the team with those of its clients.

A team with a long-shared history

The portfolio managers began working together in 2019 at CastleArk, a boutique investment firm. Despite their investment outcomes, they recognized the need for a stronger distribution partner to fully realize their ambitions.

The partnership vision

Ajoy Reddi and Maneesh Singhal developed a vision for a new management owned investment advisor that could combine entrepreneurial ownership with a more scalable business platform.

A new venture

The team formed a new investment advisor, building on its experience managing the strategy at CastleArk, and leveraging Polen Capital’s shared services platform for marketing, distribution, compliance, and operational support. The new advisor is majority owned and controlled by the investment team.

Why Polen International

The firm was named Polen International to reflect both the team’s international investing focus and the expanded distribution capabilities associated with Polen Capital’s platform. It is intended to build on the team’s established approach while providing clients with the support of a scalable business platform.

The Team

Experienced, cohesive, and accountable.

Polen International is led by an investment team with deep experience across international equity strategies. Their shared history, integrated working model, and collective accountability support continuity for clients and discipline in execution.

Ajoy Reddi

Portfolio Manager

Ajoy founded the international strategies in 2016 and has been central to the team's long-term investment approach, portfolio construction discipline, and track record.

Maneesh Singhal

Portfolio Manager

Maneesh worked alongside Ajoy at CastleArk for five years before joining Polen Capital in 2024. His return to the team brings back a key leader and strengthens the partnership responsible for guiding the international strategies forward.

Ken Wang

Research Analyst

Ken has ten years of investment experience and joined the team in 2021. Ken supports the team's research-intensive process through detailed company work, industry analysis, and disciplined underwriting.

Huong Le

Research Analyst

Huong has twenty-seven years of investment experience and joined the team in 2024. She contributes rigorous bottom-up research, idea generation, and detailed fundamental analysis across the portfolio.

Our Culture

Independent thinking within a collaborative framework.

The team's culture is grounded in intellectual honesty, shared accountability, and long-term thinking. Ideas are strengthened through open dialogue, careful research, and a clear focus on client objectives.

Collaboration without compromise

The team works in an integrated model where portfolio management and research are closely connected. Ideas are strengthened through open discussion, constructive challenge, and shared ownership of outcomes.

Discipline and accountability

Each investment decision is grounded in fundamental work, clear underwriting, and a repeatable process. The culture supports high-conviction decision-making while maintaining responsibility to client objectives and risk parameters.

Long-term orientation

The team is focused on identifying durable drivers of change in businesses and industries. That long-term mindset shapes research priorities, portfolio construction, and the way the team partners with clients.

Aligned entrepreneurship

Majority ownership and business autonomy reinforce the culture while the broader platform supports business durability and growth.

Investment Philosophy and Process

Seeking growth inflection points before the market fully recognizes them.

The team believes accelerating revenue and earnings growth is a primary driver of stock price appreciation over the long term. Their opportunity set comes from identifying businesses where they believe fundamentals are improving faster than consensus expectations.

What the team looks for

The process is designed to identify businesses at important moments of change, including secular growth, cyclical improvement, restructurings, turnarounds, and industry consolidation.

How the process works

The investment process follows three repeatable steps: idea generation, fundamental evaluation, and portfolio construction. Research includes screens, company work, management meetings, and scenario analysis.

Portfolio construction

Portfolios are diversified yet conviction-driven, with sizing that reflects opportunity strength, risk, and valuation discipline.

Sell discipline

Positions may be reduced or sold when the thesis is realized, the thesis is impaired, or valuation becomes less compelling.

Investment Strategies

Focused international equity strategies supported by a consistent research framework.

Polen International applies a common fundamental process across its strategies while tailoring portfolio construction to distinct opportunity sets within international markets.

International Equity

Diversified exposure across international markets through a disciplined approach.

International Small Cap Equity

Focused on smaller-cap opportunities using the same fundamental framework.