Yields are on sale, offering investors an attractive income-generating opportunity
Polen Capital investment teams and organizational leaders share their points of view and timely insights on global markets, companies, and corporate culture.
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 Could outdated engagement practices be the cause?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