4Q2020 – Focus Growth Commentary
We let our business-focused research guide our investment decisions, armed with our belief that business performance drives share prices over the long-term.
Our mission is to preserve and grow client assets to protect their present and enable their future.
Polen Capital is a high-conviction growth investment manager. We scour the globe in search of the highest quality, sustainable companies to invest in.
Our investment team regularly publishes their latest insights and investment viewpoints.
We let our business-focused research guide our investment decisions, armed with our belief that business performance drives share prices over the long-term.
Our conviction in the competitive advantages, sustainability, and durability of our businesses remains high, and we believe the Portfolio is well-positioned for the future.
We believe our commitment to investing through a disciplined and time-tested approach should continue to deliver compelling results today and after the crisis eventually abates.