Perspectives

Wonderful Companies at Wonderful Prices?

A reminder for the unemotional, patient investor that “fair prices” for high-quality businesses can occasionally become “wonderful prices”

Polen Capital Named Best Place to Work for 7th Consecutive Year

Podcast: Dave Breazzano on Money Life with Chuck Jaffe

Listen to Polen’s perspective on the high yield landscape, potential opportunities available & why not all CCCs are created equal

Value Investor Insight: “Taking the High Road” with Polen Global Growth

Portfolio managers Damon Ficklin & Jeff Mueller talk guardrails, why this market feels different & the companies they’re watching closely

The Polen Equity Heat Map: Factors in Degrees of Expected Return

Institutional Investor: “Corner Office” View on Polen Capital’s Culture

CEO Stan Moss explains how the firm’s business model is purpose-built to drive focus on investment outcomes