Perspectives

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- Commentary, Video

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.

- Commentary, Video

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.

- Commentary, Video

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.

  • - Thought Capital, Video

    A Business Owner’s Mindset: Investing Through a Pandemic

  • - Thought Capital

    Podcast: Value Investing with Legends—Compounding with Polen Capital

  • - Thought Capital, Video

    Watch Asset TV MASTERCLASS: Small-Cap Investing Highlights Featuring Rayna Lesser Hannaway