Part I: Can Economic Forecasts Help Predict the Market?
Investors should exercise caution when making portfolio decisions based on macroeconomic expectations, which may or may not prove accurate
Perspectives
A Natural Hedge Against Rising Rates
While investing in CCC-rated bonds can offer an effective hedge against rising rates, careful analysis of each security is essential
1Q2022 – Global Emerging Markets Growth Commentary
We seek to invest in companies with solid balance sheets and long runways for growth
1Q2022 – International Small Company Growth Commentary
We view market dislocations as opportunities to become owners of great businesses
1Q2022 – Global SMID Company Growth Commentary
Market volatility has presented us with several compelling long-term opportunities
1Q2022 – U.S. SMID Company Growth Commentary
We continue to see an exciting and attractive runway for our Portfolio companies over the long term
1Q2022 – U.S. Small Company Growth Commentary
Taking a long-term view, we believe that compounding is a multi-year process
Private Wealth: High-Yield Investing in a Rising Rate Environment
Dave Breazzano, Polen Capital Credit co-founder, shares insights from his 41 years of high yield investing through distressed market situations & rising rate environments
1Q2022 – International Growth Commentary
We think and behave like rational business owners using a repeatable, time-tested investment approach