Polen Perspectives: Opportunity Beyond Borders
Watch as Daniel Fields, Polen International Growth Portfolio Manager, shares perspectives on the equity investment opportunities Polen Capital sees around the globe.
In this mid-year webinar, Polen International Growth Portfolio Manager Daniel Fields shares his thoughts on tailwinds he thinks will support international growth, often-overlooked unique businesses outside of the U.S., and trends to watch for in 2023 and beyond.
Webinar Q&A Highlights
- Opening remarks (0:14)
- Polen’s international growth philosophy and fundamental research process (1:22)
- Challenges facing international markets over the past decade (2:50)
- Why we believe international markets are poised for sustained growth in the years ahead (3:27)
- Debunking the misperception that international businesses are of lower quality (6:05)
- How inflation has impacted different regions globally (9:10)
- Example of how companies like Mercado Libre in Argentina have thrived despite significant inflation and political crisis (10:48)
- Polen international growth portfolio company examples that illustrate our convictions (12:17)
Read Hidden in Plain Sight: Our Quest for Quality Around the World
- Is it possible to find high-quality businesses in emerging markets? (17:10)
- Compelling European-based companies that operate in emerging markets (18:43)
- Drivers impacting the exposure of the portfolio to different geographic markets (21:03)
- Companies like ICON that Polen owns in Europe that benefit from global, secular trends (24:13)
- Does onshoring and nearshoring impact Polen’s portfolio? (27:44)
- Global companies that we think are well-positioned to capitalize on AI trends (30:12)
- How would Polen’s portfolio perform in an economic recession? (33:11)
- Closing (34:39)