Polen POV

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

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

Amid a confluence of economic uncertainties, we believe active investing 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