Perspectives

- Commentary, Video

Since inception, and for the more than 30 years that we have been executing our investment discipline, we have consistently captured less of the market’s downside during difficult times.

- Commentary, Video

Our active approach to international markets employs Polen Capital’s time-tested guardrails, which steer us clear of investments in highly cyclical corners of the market, like banking and energy.

- Commentary

In the fourth quarter, the Portfolio outperformed the Index and our holdings in the information technology, consumer discretionary, and health care sectors contributed most to Portfolio returns.

- Commentary

Equities performed well in the fourth quarter and our top performers were Microsoft, Align Technology, and Facebook.