Polen POV

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

In an increasingly digitized world, we find that intangible assets have become key factors of value creation and differentiation

It’s not about investing in quick fads or speculative businesses, it’s about investing in durable disruptors with stamina

We identify some of the features that will define successful marketplaces as e-commerce growth accelerates

Some of today’s small-cap companies have the potential to grow into large ones, but we believe profitability will define tomorrow’s biggest winners

High-quality brands are valuable intangible assets that can have a significant impact on a business’ growth outlook and future value

Our views on RH’s growth runway and the critical nature of effective management

Views on the cryptocurrency market’s potential to disrupt digital payments