Research and perspectives.
Timely analysis and thought leadership from our investment teams.
From Compute to Capacity: A Real SMID Opportunity
AI infrastructure spending is creating a fundamental earnings-cycle opportunity for small- and mid-cap companies.
3Q 2026 Focus Growth Commentary
Portfolio performance, positioning changes, and earnings resilience across our highest-conviction holdings.
2026 High Yield and Leveraged Loan Mid-Year Review
A mid-year assessment of spread dynamics, issuance trends, and relative value across the leveraged credit landscape.
AI's Second Act: From Suppliers to Appliers
The next wave of AI value creation will come from companies that deploy AI, not just those that build it.
Introducing Polen 5Perspectives Small-Mid and Large Growth ETFs
Polen Capital launches two new actively managed ETFs built on the 5Perspectives multi-manager investment process.
3Q 2026 5Perspectives Large Growth Commentary
Large-cap growth perspectives evaluating quality and durability across the opportunity set.
Beyond the 25-Year Milestone
Reflecting on a quarter century of concentrated quality investing and the principles that have guided us forward.
2Q 2026 5Perspectives Growth Fireside Chat
Quarter-end discussion with the 5Perspectives Growth team covering portfolio positioning, market dynamics, and the investment outlook.
Navigating Credit Risk: Lessons from the First Brands Default
A case study in credit analysis and what the First Brands experience reveals about managing downside risk.
3Q 2026 International Equity Commentary
Fundamental-driven insights on non-US equity positioning, stock selection, and emerging global opportunities.
Global High Yield: Income Without Compromise
How a disciplined global approach to high yield credit balances income generation with capital preservation.
Discipline Through Cycles. Results Over Time.
How staying disciplined through market cycles has shaped long-term results for concentrated quality portfolios.
3Q 2026 5Perspectives Small Growth Commentary
Small-cap growth positioning, new additions, and the earnings themes driving our conviction names.
Bank Loans: The Overlooked Asset Class
Why floating-rate bank loans deserve consideration in today's rate environment and how Polen approaches the space.
Leveraged Credit 2025 Review and 2026 Outlook
An in-depth review of 2025 credit markets and where our team sees opportunity and risk in the year ahead.
3Q 2026 Global Growth Commentary
Global equity perspectives on quality compounders, geographic allocation, and macro considerations.
A Fresh Lens on Small Cap Growth
Explore how five independent perspectives on small-cap investing surface high-conviction ideas others miss.
Not an AI Bet
Why our Leveraged Credit portfolios focus on companies with proven earnings power beyond the AI hype.
Experienced International Equity Team Partners with Polen Capital
Polen Capital welcomes a seasoned international equity team, expanding the firm's global investment capabilities.
3Q 2026 5Perspectives Small-Mid Growth Commentary
Small-mid cap positioning and the structural growth themes our team is targeting across the SMID universe.
3Q 2026 5Perspectives Ultra-Small Growth Commentary
Micro-cap growth positioning amid AI-related volatility and the team's shift from AI suppliers toward AI appliers.
3Q 2026 5Perspectives Growth Opportunities Commentary
All-cap growth perspectives on AI-related volatility, portfolio positioning, and performance across the opportunity set.
Re-Thinking Volatility in Small Cap
Why volatility in small caps is also the mechanism that creates opportunity for patient investors.
Turning Rate Cuts into Opportunity: Polen's High Income ETF
How the PCHI ETF positions for income generation as the rate cycle turns and credit conditions evolve.
Credit Market Opportunities
A deep dive into where our Leveraged Credit team sees value across high yield, bank loans, and CLO structures.
Focused on the Forces That Matter
Cutting through the noise to focus on the fundamental business forces that drive long-term compounding.
Polen Capital Named to P&I's Best Places to Work for 10th Consecutive Year
Polen Capital earns its tenth consecutive Best Places to Work recognition from Pensions and Investments.
Why CLO Equity Deserves a Seat at the Table
Making the case for CLO equity as an under-appreciated source of yield and diversification in credit portfolios.
The Problem Isn't the Target — It's the Path
Why the journey to investment outcomes matters as much as the destination, and how process drives results.
Polen Capital Closes Second CLO in 2025 at $408.45 Million
Polen Capital completes its second CLO transaction of 2025, demonstrating continued momentum in structured credit.
When Quality Isn't Enough: A Multi-Dimensional Lens for Small Cap
Why quality alone isn't sufficient in small caps and how multiple analytical lenses sharpen stock selection.
Where The Income Is
Our Leveraged Credit team explores the best sources of income across high yield, bank loans, and alternative credit.
iM Global Partner and Polen Capital Unveil New Actively Managed ETFs
iM Global Partner and Polen Capital announce new actively managed ETFs spanning equity and credit strategies.
When a Theme Becomes Investable: Electrification in Practice
How the electrification theme translates into investable small-cap opportunities with real earnings visibility.
Polen Capital Renames Small Cap Growth Team as 5Perspectives Growth
Polen Capital rebrands its Small Cap Growth team, reflecting the multi-PM investment approach.
3Q 2026 U.S. Opportunistic High Yield Commentary
High yield and leveraged loan market review, portfolio attribution, and the team's outlook amid rising Treasury yields.
3Q 2026 International Small Cap Equity Commentary
Insights on international small-cap equity positioning, stock selection, and themes shaping non-US small companies.
Polen Capital Floating Rate Income ETF Celebrates 3 Year Track Record
PCFI reaches its three-year milestone with a strong track record in floating-rate income investing.
Polen Capital Files to Launch Growth Opportunities ETF
Polen Capital files for a new Growth Opportunities ETF, offering a tax-efficient path via Section 351 exchange.
The Tax-Smart Transition: Section 351 Exchanges
Understanding Section 351 exchanges and how they enable tax-efficient transitions into Polen ETFs.
Polen Capital Adds Veteran Team to Expand Equity Capabilities
Polen Capital brings on an experienced investment team, further broadening the firm's equity platform.
Turning Insight Into Action
Our investment teams discuss how fundamental research translates into portfolio conviction and long-term outcomes.
Polen Capital Announces Closing of a Tack On Financing to Scranton Products
Polen Capital completes a tack-on financing transaction, expanding its Leveraged Credit portfolio.
Year-End Capital Gains Distributions 2025
Estimated year-end capital gains distributions for Polen Capital mutual funds and ETFs.
Notice: Beware of Fraudulent Impersonations on WhatsApp
An important notice about fraudulent impersonation attempts and how to protect yourself.
2025 Annual CEO Letter
Stan Moss reflects on a transformational year and the strategic vision guiding Polen Capital's multi-franchise platform.
AI Capex and the Physical Economy
Examining the real-world infrastructure and capital expenditure required to power the AI revolution.
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