Perspectives

Polen Score: Combining Downside Capture and Active Share Wins Over Time

Asset TV MASTERCLASS: Small-Cap Investing Featuring Rayna Lesser Hannaway

Watch Portfolio Manager Rayna Lesser Hannaway discuss the potential advantages of Polen Capital’s approach to U.S. small company investing

Why Profitability Matters in Small Caps

Outperformance in the Next Bear Market?

Understanding the recent shift in market structure & its potential short-term effects on our relative investment performance

Wonderful Companies at Fair Prices

Wonderful Companies at Fair Prices – Part II in a Series on Valuation

Watch Not All Is What It Seems in Small Cap

Not All Is What It Seems in Small Cap

Watch Does a Diversified Index Protect You?

Does a Diversified Index Protect You?