Beyond Fundamentals: Outlook on Digital Payments
Dan Davidowitz discusses the dominance of Visa & MasterCard. Can this duopoly be disrupted?
Our mission is to preserve and grow client assets to protect their present and enable their future.
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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.
Podcast: Money Tree Investing Digs into High Yield Markets
Dave Breazzano talks why the perceived risk of credit default is higher when investing in high yield bonds & loans, but the reward can be too