Part I: Can Economic Forecasts Help Predict the Market?
Investors should exercise caution when making portfolio decisions based on macroeconomic expectations, which may or may not prove accurate
Polen is pleased to announce the acquisition of DDJ Capital Management, marking its expansion into the high yield market.
Our mission is to preserve and grow client assets to protect their present and enable their future.
Strategies
Polen Capital is a high-conviction growth investment manager. We scour the globe in search of the highest quality, sustainable companies to invest in.
Perspectives
Our investment team regularly publishes their latest insights and investment viewpoints.
A Natural Hedge Against Rising Rates
While investing in CCC-rated bonds can offer an effective hedge against rising rates, careful analysis of each security is essential
1Q2022 – Global Emerging Markets Growth Commentary
We seek to invest in companies with solid balance sheets and long runways for growth