Perspectives

Barron’s 5 Best Mutual Funds to Get Through the Coronavirus Crisis

Polen Capital’s Dan Davidowitz shares why his focus on companies with strong balance sheets has helped outperform relative to peers (historical results are not an indication of future performance)

1Q2020 – Focus Growth Commentary

We prefer to have an allocation to “safety” businesses that we believe will be significantly less impacted during periods of economic stress. These companies often provide ballast during market drawdowns.

1Q2020 – Global Growth Commentary

Since inception, and for the more than 30 years that we have been executing our investment discipline, we have consistently captured less of the market’s downside during difficult times.

Polen Score: Combining Downside Capture and Active Share Wins Over Time

Polen Global Searches the World to Beat the Indexes

Quality Investing Transcends Borders: Translating a Time-Tested Investment Philosophy to International Equity Markets