Business Update: Polen Capital Annual Letter 2020
CEO Stan Moss provides a year-end business update & shares a personal message reaffirming our commitment to building an enduring & purpose-driven firm.
Perspectives
Year-End Capital Gain Distributions 2020
Download a comprehensive list of 2020 capital gain distributions for Polen Capital’s full suite of funds across U.S., global & international.
3Q2020 – Global Emerging Markets Growth Commentary
Rather than concerning ourselves with market timing, we’re happy to add to our position and keep our eyes on the horizon.
3Q2020 – U.S. SMID Company Growth Commentary
We invest in companies that we think will benefit from long-term trends and have durable business models regardless of whether we are in a “risk-on” or “risk-off” market.
3Q2020 – U.S. Small Company Growth Commentary
We believe having conviction in the quality of our businesses and a focus on the long-term is paramount to navigating periods of heightened volatility.
3Q2020 – International Small Company Growth Commentary
Agility matters in a crisis because periods of disruption, by their definition, force change.
3Q2020 – Focus Growth Commentary
Our research takes us to where we think we have the best combination of financial superiority, competitive strength, growth opportunity and valuation.