Wonderful Companies at Wonderful Prices?
A reminder for the unemotional, patient investor that “fair prices” for high-quality businesses can occasionally become “wonderful prices”
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 – 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
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
