Perspectives

Polen Perspectives Webinar: Real Talk About Interest Rates & Inflation

Watch as our panel gets real about interest rates & inflation, sharing perspective on how to navigate periods of heightened equity volatility

Getting Real About Interest Rates & Inflation

Beyond Fundamentals: Sustainable Growth & Transformation with Accenture

Watch Dan Davidowitz, Portfolio Manager & Analyst at Polen Capital, in conversation with Julie Sweet, Chair & CEO of Accenture

Harness the Compounding Potential of Small Caps

Investing in International Small Caps: The Polen Capital Approach

Rethinking Risk and Concentrated Investing in Small Caps

The Quality Quotient in Long-Term Alpha

Linking earnings power, financial stability, and competitive moats to results

The E-Commerce (R)evolution: New Business Models & Investing Opportunities

The Polen Equity Heat Map: Degrees of Expected Return

Could Software Be a Safer Investment than Consumer Staples?

Why traditional software business evolving toward a recurring revenue model is blurring the lines between safety & growth