Asset TV Masterclass: Why High Yield, Right Now
Watch Dave Breazzano talk credit markets & unlocking the most compelling yield opportunities seen in years
Perspectives
Compounding Knowledge
What our Small Company Growth Team is learning & reading
Beyond Fundamentals: Taking A Deeper Look at Credit Risk
Why there is often more to the story than agency ratings suggest
Beyond Fundamentals: Beauty Care & Cosmetics
Jeff Mueller shares his view of the global beauty industry and what sets the leaders apart
FA Magazine: Foreign Growth Stocks—A Diamond in the Rough?
Polen Global Growth portfolio manager Jeff Mueller shares his view on unique quality growth investment opportunities around the world
Small Caps: Resilience & Agility Amid Uncertainty
We believe high-quality small caps have what it takes to emerge even stronger from a challenging environment
1Q2023 – Emerging Markets Growth Commentary
We remain focused on owning companies with competitive advantages that we believe can compound earnings and cash flows over the long term
1Q2023 – International Small Company Growth Commentary
In a macro-driven environment, we maintain focus on competitively advantaged, financially flexible businesses
1Q2023 – Global SMID Company Growth Commentary
In market uncertainty, we continue to take advantage of new compelling opportunities
1Q2023 – U.S. SMID Company Growth Commentary
During market volatility, our disciplined framework allows us to deploy capital opportunistically