A Business Owner’s Mindset: Investing Through a Pandemic

All-season durable growth companies, in our experience, are led by management teams that focus on long-term value creation—they operate with a business owner’s mindset.

The pandemic environment is having unprecedented impacts on businesses globally. Still, many companies have sought to maintain a business owner’s mindset through this period, leveraging their financial strength to invest through today’s challenges with an eye toward the long-term.

  • All-season durable growth companies, in our experience, are led by management teams that remain focused on long-term value creation, even in times of economic and financial stress.
  • Great management teams, in our view, can often uncover opportunities to invest in future growth and support all their stakeholders, recognizing that these actions can improve the long-term sustainability of their enterprise.
  • We believe several companies across Polen Capital’s portfolios have demonstrated this mentality of investing for the future throughout the COVID-19 pandemic. In this paper, we highlight some recent examples across our suite of strategies.
  • Our 30+ years of seeking to invest in companies and management teams that think and act this way have shown us that these types of businesses often have the potential to generate growth during both prosperous and challenging economic periods.

Read the whitepaper here →