Why Investing in Digital Transformation Goes Beyond Technology

Implications of digital acceleration and why we think it presents compelling small- and mid-cap opportunities beyond the tech sector

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Digital transformation, in its simplest terms, is the process of taking activities that are offline to online. This evolution has been in motion for decades, but COVID-19 appears to have quickened the pace of change. Consequently, we think the game has changed for smaller companies across industries and worldwide. Here’s why:

  • Internet ubiquity has changed the dynamic between consumers and companies
  • Digital democracy provides smaller companies more access to digital infrastructure and a clearer blueprint to success
  • Customer connections and feedback loops help create robust business models

Graph showing accelerated shift from physical to digital during COVID

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Important Disclosures
The information provided in these materials should not be construed as a recommendation to purchase, hold or sell any particular security. There is no assurance that any securities discussed herein will remain in the portfolio at the time you receive these materials or that the securities sold have not been repurchased. The securities discussed do not represent the entire portfolio. It should not be assumed that any of the securities, transactions or holdings discussed were or will prove to be profitable or that any investment recommendations we make in the future will equal the investment performance of the securities discussed herein. 

Past performance is not indicative of future results. The information provided in these materials is not intended as a guarantee of profitable outcomes. The opinions and estimates expressed herein constitute the judgment of Polen Capital and are subject to change without notice or update, including any forward-looking estimates or statements which are based on certain expectations and assumptions.