Year-End Capital Gain Distribution Estimates 2021
To help with year-end tax & investment planning, download Polen Capital’s 2021 capital gain distribution estimates (actuals will be available in December).
Perspectives
3Q2021 – Focus Growth Commentary
We think the best way to offset valuation compression is through investing in companies that can contribute continuous and robust earnings growth to the Portfolio.
3Q2021 – Global Growth Commentary
We own only what we believe to be the most competitively advantaged companies offering differentiated products, which grants them a degree of pricing power.
3Q2021 – International Growth Commentary
While pockets of volatility can appear and impact short-term performance, our focus remains on maintaining a Portfolio geared for long-term earnings growth.
Next-Gen Businesses: What Makes a Quality Digital Marketplace?
We identify some of the features that will define successful marketplaces as e-commerce growth accelerates
Focusing on Profitability: Big Opportunities in Small Businesses
Some of today’s small-cap companies have the potential to grow into large ones, but we believe profitability will define tomorrow’s biggest winners
2Q2021 – Global Emerging Markets Growth Commentary
We believe many of the companies we own have and continue to skillfully navigate the pandemic due to their sound fundamentals and profitability.
2Q2021 – U.S. Small Company Growth Commentary
We focus on companies with strong balance sheets that we believe can fund their own growth in any environment.
2Q2021 – International Small Company Growth Commentary
Many forward-thinking companies took the opportunity to increase their competitive advantage amid COVID-19.