4Q2022 – Global Emerging Markets Growth Commentary
We focus our attention on long-term fundamentals rather than market gyrations which can either work for or against the portfolio
Our mission is to preserve and grow client assets to protect their present and enable their future.
Strategies
Polen Capital is a global investment manager delivering active equity and high yield strategies to a wide range of clients. We build high-conviction portfolios that we believe are competitively advantaged.
Perspectives
Our investment team regularly publishes their latest insights and investment viewpoints.
4Q2022 – International Small Company Growth Commentary
We believe that in this environment, the stellar small-cap companies will have a better potential opportunity set for value-added acquisitions
4Q2022 – Global SMID Company Growth Commentary
We remain focused on companies that can compound earnings and cash flows over the long term, independent of economic cycles
