Perspectives
Beyond Fundamentals: Seeing the Bigger Picture
How we seek to avoid the trap of short-term distractions in pursuit of durable, sustainable growth opportunities
Playing the Infinite Game: Patient Investing
Investors who trade in & out of the market frequently miss out on long-term compounding & sacrifice substantial long-term growth
Know What You Own: Stocks vs. Businesses
Why we believe that thinking & acting as business owners, rather than securities traders, is key to long-term investment success
Polen Capital Credit Expands U.S. Mutual Fund Lineup
New High Yield & Bank Loan vehicles complement existing offerings, providing greater choice for investors in the fixed income space
Polen Capital Adopts the CFA Institute Diversity, Equity & Inclusion Code
Reinforcing the firm’s deep commitment to building a culture of inclusivity, Polen becomes DEI signatory
Institutional Investor: “Corner Office” View on Polen Capital’s Culture
CEO Stan Moss explains how the firm’s business model is purpose-built to drive focus on investment outcomes
2Q2022 – Global Emerging Markets Growth Commentary
We continue to see an exciting and attractive runway for our Portfolio companies over the long term
2Q2022 – International Small Company Growth Commentary
We seek to opportunistically seize on market inefficiencies to strengthen the Portfolio for the long term
