Press Release: Polen Capital Expands Emerging Markets Capabilities
Franchise will now include six strategies & 10 investment professionals based in London & newly launched Hong Kong office
Perspectives
Citywire Due Diligence Report: High Yield 2023 Roundtable
Watch John Sherman, portfolio manager on Polen’s High Yield Team, share his outlook on the credit market & how he seeks to capitalize on its inefficiencies
Tales from Emerging Markets: Vietnam’s Resilience
We believe that Vietnam will remain a bright spot in 2023 despite a more challenging backdrop
Wonderful Companies at Wonderful Prices?
A reminder for the unemotional, patient investor that “fair prices” for high-quality businesses can occasionally become “wonderful prices”
Leveraged Credit Market Review & Outlook 2023
Perspective on a rocky year & what 2023 may hold for investors
Beyond Fundamentals: On the Road Across Emerging Markets
How traveling the globe to meet companies & customers can help uncover sources of competitive advantage
Podcast: Dave Breazzano on Money Life with Chuck Jaffe
Listen to Polen’s perspective on the high yield landscape, potential opportunities available & why not all CCCs are created equal
Podcast: Stan Moss Talks Leadership Strategies for Building Trust
Polen’s CEO discusses how intentionality is critical to building a culture of performance, accountability & transparency
Polen Reads: Our 2022 Culture Club Book Selections
Four books that shaped firmwide learning & inspired growth this year at Polen Capital