Perspectives

Are SaaS Businesses the New Safeties?

Election Uncertainty: How Will Politics & Policy Affect High-Quality Companies?

Portfolio Manager Q&A: Standing the Test of Time with Quality Companies

Making Sense of the Current Growth vs. Value Dynamic

Portfolio Manager Q&A: Seeking Durability in Small-Cap Companies

Portfolio Manager Q&A: Searching the Globe for Sustainable Growth

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.

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