Listen to Polen Capital’s Dan Davidowitz discuss stock selection, concentrated diversification and the biggest market disruption of the week in the latest episode of “What Goes Up”
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.
Listen to Large Company Growth portfolio managers Dan Davidowitz and Jeff Mueller’s discussion with Columbia Business School.
Watch Portfolio Manager Rayna Lesser Hannaway discuss the potential advantages of Polen Capital’s approach to U.S. small company investing
Understanding the recent shift in market structure & its potential short-term effects on our relative investment performance