Perspectives

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- Commentary, Video

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.

- Commentary, Video

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.

  • - 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

  • - Thought Capital, Video

    Watch Quality Investing Transcends Borders