Perspectives
Polen Perspectives Webinar: Seeking Growth Across the Globe
Watch as our panelists explore which powerful trends & themes could present investors with a new wave of secular growth opportunities
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A Tale of Two Market Machines
While several factors can affect stock prices, we believe long-term returns are ultimately driven by sustainable earnings growth
A Natural Hedge Against Rising Rates
While investing in CCC-rated bonds can offer an effective hedge against rising rates, careful analysis of each security is essential
Podcast: Orion’s The Weighing Machine with Rayna Lesser Hannaway
High conviction in quality small- and mid-cap businesses, “high hopes” for a path to recovery
Polen Perspectives Webinar: Widening the Lens on Markets & Growth
Watch as Polen Focus Growth Portfolio Manager Dan Davidowitz joins a candid conversation on markets & growth
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- Commentary, Video
1Q2022 – Focus Growth Commentary
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- Commentary, Video
1Q2022 – Global Growth Commentary
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- Commentary, Video
1Q2022 – International Growth Commentary