Public Markets
In Public Markets, we provide institutional investors with structured insights into the global manager universe and highlight the key themes driving allocations – making manager selection easier and more effective.
Public Market Leaders
Sponsored content – subject to qualification
All sponsored profiles are subject to editorial review and included by invitation, based on institutional relevance and demonstrated demand from allocators.
Leaders
Polen Capital
Sponsored content – subject to qualification
All sponsored profiles are subject to editorial review and included by invitation, based on institutional relevance and demonstrated demand from allocators.
Research-Driven High Yield Investing Focused on Resilience and Value
Fundamental, Bottom-Up Approach
Concentrated, High-Conviction Portfolio
Experienced and Integrated Credit Team
ESG Embedded Across the Process
Global Leaders Handbook
2025 Global Leaders Handbook
The global investment environment in 2025 is shaped by historic contrasts: rising geopolitical tension and economic uncertainty sit alongside some of the most transformative innovation and capital expenditure cycles in modern history. While macro risks multiply — from trade fragmentation to interest rate divergence and political volatility — so do the opportunities, notably in AI, infrastructure, and global reindustrialisation.
To support institutional investors navigating this new reality, Global Fund Search presents the 2025 edition of the Global Leaders Handbook. This publication brings together leading managers in listed equity and fixed income, selected based on institutional demand and relevance in current search activity.
Our aim is not to predict the future, but to provide allocators with a structured, comparable view of managers prepared to meet it. In a more uncertain world, discernment matters more than ever.