Perspectives | Polen Capital | Active Investment Manager

Beyond Fundamentals: Outlook on Digital Payments

Dan Davidowitz discusses the dominance of Visa & MasterCard. Can this duopoly be disrupted?

Dave Breazzano talks why the perceived risk of credit default is higher when investing in high yield bonds & loans, but the reward can be too

Watch Dave Breazzano talk credit markets & unlocking the most compelling yield opportunities seen in years

What our Small Company Growth Team is learning & reading

Why there is often more to the story than agency ratings suggest

Jeff Mueller shares his view of the global beauty industry and what sets the leaders apart

Polen Global Growth portfolio manager Jeff Mueller shares his view on unique quality growth investment opportunities around the world

We believe high-quality small caps have what it takes to emerge even stronger from a challenging environment

We remain focused on owning companies with competitive advantages that we believe can compound earnings and cash flows over the long term