Perspectives

Sign up to receive our latest market commentary.

  • This field is for validation purposes and should be left unchanged.
- Polen POV

A reminder for the unemotional, patient investor that “fair prices” for high-quality businesses can occasionally become “wonderful prices”

  • - Thought Capital, Video

    Beyond Fundamentals: Is Quality Stock Picking Broken?

  • - Thought Capital, Video

    Beyond Fundamentals: On the Road Across Emerging Markets

  • - Thought Capital, Video

    Beyond Fundamentals: Seeing the Bigger Picture