Polen POV

Polen Capital investment teams and organizational leaders share their points of view and timely insights on global markets, companies, and corporate culture.

A look at the evolution in e-commerce growth and where the industry goes from here

We believe that Vietnam will remain a bright spot in 2023 despite a more challenging backdrop

A reminder for the unemotional, patient investor that “fair prices” for high-quality businesses can occasionally become “wonderful prices”

Four books that shaped firmwide learning & inspired growth this year at Polen Capital

We believe high-quality growth companies can help investors play defense and offense—even during periods of elevated uncertainty

Investors who trade in & out of the market frequently miss out on long-term compounding & sacrifice substantial long-term growth

Why we believe that thinking & acting as business owners, rather than securities traders, is key to long-term investment success

Amid a global war for talent, leading businesses are turning to culture to attract & retain workers

While investing in CCC-rated bonds can offer an effective hedge against rising rates, careful analysis of each security is essential

While several factors can affect stock prices, we believe long-term returns are ultimately driven by sustainable earnings growth