Polen POV

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

Yields are on sale, offering investors an attractive income-generating opportunity

High-quality businesses in some of the world’s fastest-growing nations currently trade at crisis-level discounts

What history tells us about the trajectory of disruption & what we think matters most

Many businesses today are seeing lower levels of employee engagement. Could outdated engagement practices be the cause?

What our Small Company Growth Team is learning & reading

We believe high-quality small caps have what it takes to emerge even stronger from a challenging environment

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