Listen to Large Company Growth portfolio managers Dan Davidowitz and Jeff Mueller’s discussion with Columbia Business School.
We want to own businesses that self-fund and have the flexibility to make thoughtful long-term investments that could make the enterprise stronger.
We focus solely on profitable companies that we believe have durable competitive advantages, self-funding business models, positive cash flow, attractive balance sheets, and favorable liquidity positions.
We prefer to have an allocation to “safety” businesses that we believe will be significantly less impacted during periods of economic stress. These companies often provide ballast during market drawdowns.
Since inception, and for the more than 30 years that we have been executing our investment discipline, we have consistently captured less of the market’s downside during difficult times.
Our active approach to international markets employs Polen Capital’s time-tested guardrails, which steer us clear of investments in highly cyclical corners of the market, like banking and energy.
Polen Capital’s Dan Davidowitz shares why his focus on companies with strong balance sheets has helped outperform relative to peers (historical results are not an indication of future performance)
Review the highlights from Asset TV’s Small-Cap Investing MASTERCLASS featuring Polen U.S. Small Company Growth Strategy Portfolio Manager Rayna Lesser Hannaway. Rayna discusses the advantages of the Polen Capital investment approach in small-cap investing.