Polen Capital is a global investment management firm known for its high-conviction, long-term, and quality-focused approach to equity and credit investing. Founded in 1979 and headquartered in Boca Raton, Florida, Polen Capital manages a range of strategies across global, international, and U.S. markets, serving institutional and individual investors worldwide.
The firm’s investment philosophy centers on investing in exceptional businesses with durable competitive advantages, strong balance sheets, and predictable earnings growth. By maintaining a concentrated, research-driven portfolio approach, Polen seeks to deliver superior long-term results while carefully managing risk.
With additional offices in London, Hong Kong, and Boston, Polen Capital combines global reach with a collaborative culture grounded in integrity, transparency, and stewardship. The firm also places significant emphasis on ESG integration and responsible ownership, reflecting its belief that sustainable business practices contribute to enduring value creation for clients and society.
Active Niche Funds (ANF) is a specialized asset management company based in Luxembourg, focusing on high-conviction, theme-driven investment strategies. As its name suggests, the firm targets well-defined market niches that are often overlooked by traditional managers — areas where active management and deep sector expertise can generate meaningful long-term value.
ANF’s strategies are built on active research, selectivity, and sustainability, with a particular emphasis on sectors that benefit from long-term structural trends. The firm’s investment philosophy combines financial discipline with a forward-looking perspective on innovation and social responsibility.
Active Niche Funds serves professional and institutional investors seeking differentiated exposure and transparency in portfolio construction. Its agile structure and focused expertise enable it to respond swiftly to market developments while maintaining a long-term, responsible investment mindset.
Royal London Asset Management (RLAM) is one of the UK’s leading fund management companies, known for its long-term and responsible approach to investing. Managing over £181 billion (30 June 2025) in assets, RLAM serves a wide range of clients including pension funds, charities, insurers, and intermediaries.
RLAM offers a broad suite of strategies across fixed income, equities, and multi-asset solutions, designed to meet the evolving needs of institutional and wholesale investors. A cornerstone of RLAM’s philosophy is its commitment to responsible investment, integrating environmental, social, and governance (ESG) considerations into every stage of the investment process.
EdenTree Investment Management (EIM)
EdenTree Asset Management is a leading UK-based investment firm and a pioneer in responsible and sustainable investing. With a heritage spanning more than 35 years, EdenTree has been at the forefront of values-based investing, integrating ethical principles with strong financial performance. EdenTree IM is a part of the Benefact Group – a charity-owned, international family of specialist financial services companies that give all available profits to charity and good causes.
Guided by the principles of “Profit with Principles,” EdenTree promotes transparency, integrity, and active stewardship throughout its investment activities. Headquartered in London, the firm continues to partner with institutional, charity, and retail clients who seek to align their investments with their values while achieving competitive returns.
BLI - Banque de Luxembourg Investments S.A.
Banque de Luxembourg Investments (BLI) is the asset management arm of Banque de Luxembourg, recognized for its disciplined, long-term investment philosophy. With a focus on quality, sustainability, and capital preservation, BLI manages a range of equity and fixed income strategies designed to generate consistent value over time. The firm’s approach is grounded in fundamental research and independent thinking, emphasizing companies with durable business models and strong cash flows.
Headquartered in Luxembourg, BLI serves institutional and private investors across Europe and beyond. Its investment teams combine analytical depth with active management to navigate market cycles and manage risk effectively. A strong commitment to responsible and sustainable investing is embedded throughout the organization, reflecting its belief that long-term success goes hand in hand with responsible stewardship.
Quoniam Asset Management
Quoniam Asset Management is a leading German quantitative investment firm headquartered in Frankfurt. Founded in 1999, Quoniam applies data-driven, systematic strategies to deliver consistent performance across equities, fixed income, and multi-asset portfolios. By blending advanced analytics, proprietary research, and human expertise, Quoniam transforms vast amounts of data into actionable investment insights.
Managing assets for institutional clients worldwide, the firm’s approach is rooted in scientific rigor, innovation, and transparency. Quoniam’s quantitative models are designed to uncover patterns and inefficiencies that traditional approaches may overlook, while its commitment to responsible investing ensures sustainability remains at the core of its decision-making.
Important information
Past performance should not be seen as a guarantee to future performance. The value of an investment in a fund may fall as well as rise as a result of market fluctuations. Investors may not get back the amount originally invested.
All marketing material is aiming professional investors
Important information
For professional investors only. Information provided by Intervalor regarding the asset managers and their products and services is for marketing purposes only and shall not be regarded as independent advice or a recommendation to buy securities. Intervalor act on behalf of the asset managers we represent, and we receive our renumeration from them.