Perspectives
Podcast: Bloomberg What Goes Up—Views of a Top Growth Manager
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”
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.
Podcast: Value Investing with Legends—Compounding with Polen Capital
Listen to Large Company Growth portfolio managers Dan Davidowitz and Jeff Mueller’s discussion with Columbia Business School.
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
Outperformance in the Next Bear Market?
Understanding the recent shift in market structure & its potential short-term effects on our relative investment performance