Polen POV

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

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

Amid a confluence of economic uncertainties, an active investment approach will be key to unlocking compelling opportunities in the credit market

Technology & innovation have helped the region manage the health crisis & set the foundation for its next wave of digital transformation

We believe that a total stakeholder mindset drives behaviors that can sustain long-term compounding

A look at four books that inspired us to keep learning and growing in both our professional and personal lives

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