Perspectives
Emerging Markets: A Rare Window of Opportunity
High-quality businesses in some of the world’s fastest-growing nations currently trade at crisis-level discountsBarron’s: Small Companies, Big Potential
Rayna Lesser Hannaway discusses Polen Capital’s highly selective pursuit of the smaller companies that her team believes are “built to last.”
ChatGPT and the AI Boom: Looking Past the Hype
What history tells us about the trajectory of disruption & what we think matters most
With Intelligence Awards Polen Capital “Best DEI Initiative of the Year”
Polen Capital’s commitment to diversity, equity, and inclusion wins top honor at 2023 Mutual Fund Industry & ETF Awards
Compounding Knowledge
What our Small Company Growth Team is learning & reading
-
- Thought Capital, Video
Silver Linings: Companies with a Playbook for Tough Times
-
- Thought Capital, Video
Beyond Fundamentals: Outlook on Digital Payments
-
- Thought Capital, Video
Beyond Fundamentals: Taking A Deeper Look at Credit Risk
-
- Thought Capital, Video
Beyond Fundamentals: Beauty Care & Cosmetics