Perspectives
Leveraged Credit Market Review & Outlook 2023
Perspective on a rocky year & what 2023 may hold for investorsWonderful Companies at Wonderful Prices?
A reminder for the unemotional, patient investor that “fair prices” for high-quality businesses can occasionally become “wonderful prices”
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
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
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- Thought Capital, Video
Beyond Fundamentals: Is Quality Stock Picking Broken?
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- Thought Capital, Video
Beyond Fundamentals: On the Road Across Emerging Markets
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- Thought Capital, Video
Beyond Fundamentals: Seeing the Bigger Picture