Quality Investing Across a Global Opportunity Set
Canvassing the world in pursuit of businesses with durable, profitable growth
Post-Event Webinar Materials
Watch our latest Polen Perspectives webinar where members of our Small Company Growth Team define digital transformation across today’s investment landscape. They cite ways in which they believe it can improve traditional business models, create greater connectivity to customers, and ultimately help drive sustainable earnings growth. An they also share examples of companies they believe are effectively implementing digital transformation in innovative ways and discuss why, in our opinion, these companies have the potential to grow through various capital market and economic environments.
Read our thought piece on Digital Transformation →
Read our thought piece on Digital Transformation →
Important Disclosures The information provided in these materials should not be construed as a recommendation to purchase, hold or sell any particular security. There is no assurance that any securities discussed herein will remain in the portfolio at the time you receive these materials or that the securities sold have not been repurchased. The securities discussed do not represent the entire portfolio. It should not be assumed that any of the securities, transactions or holdings discussed were or will prove to be profitable or that any investment recommendations we make in the future will equal the investment performance of the securities discussed herein.
Past performance is not indicative of future results. The information provided in these materials is not intended as a guarantee of profitable outcomes. The opinions and estimates expressed herein constitute the judgment of Polen Capital and are subject to change without notice or update, including any forward-looking estimates or statements which are based on certain expectations and assumptions.
Canvassing the world in pursuit of businesses with durable, profitable growth
Accountability and discipline help surface true signals from abundant information
We seek businesses with the financial flexibility to stay on the offensive, in good times and bad