Perspectives

CEO Stan Moss Talks Surging Inflows & Hiring Opportunities in Fund Intelligence

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)

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

2Q2020 – Focus Growth Commentary

We believe aligning with the most competitively advantaged businesses for the long term, through crises, is the best way to not only generate positive returns but also to preserve capital during tough times.

2Q2020 – Global Growth Commentary

We continue to have conviction in the strength and durability of the businesses we own and believe that most, if not all of them, will emerge from this period stronger.

2Q2020 – International Growth Commentary

Quality companies, in our view, are well capitalized, profitable, and generate better-than-average returns on capital. We think owning a Portfolio of such businesses allows us to ride out the occasional storm.