Perspectives

3 Reasons for a Strategic Allocation to High Yield

Putting aside the elusive “right time to invest” in favor of a long-term approach

Is the Future of E-Commerce Still Bright?

A look at the evolution in e-commerce growth and where the industry goes from here

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Leveraged Credit Market Review & Outlook 2023

Perspective on a rocky year & what 2023 may hold for investors

What’s Next for Small Caps?

Tales from Emerging Markets: Vietnam’s Resilience

We believe that Vietnam will remain a bright spot in 2023 despite a more challenging backdrop

Polen Capital Named Best Place to Work for 7th Consecutive Year

Best-Places-to-Work-2022

Wonderful Companies at Wonderful Prices?

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

Quality’s Performance Across the Business Cycle

10-20-2022 - Thought Capital, Video

Beyond Fundamentals: Is Quality Stock Picking Broken?
01-09-2023 - Thought Capital, Video

Beyond Fundamentals: On the Road Across Emerging Markets
09-28-2022 - Thought Capital, Video

Beyond Fundamentals: Seeing the Bigger Picture

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