To help with year-end tax & investment planning, download Polen Capital’s 2021 capital gain distribution estimates (actuals will be available in December).
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.
We own only what we believe to be the most competitively advantaged companies offering differentiated products, which grants them a degree of pricing power.
While pockets of volatility can appear and impact short-term performance, our focus remains on maintaining a Portfolio geared for long-term earnings growth.
We identify some of the features that will define successful marketplaces as e-commerce growth accelerates
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
We believe many of the companies we own have and continue to skillfully navigate the pandemic due to their sound fundamentals and profitability.
We focus on companies with strong balance sheets that we believe can fund their own growth in any environment.
Many forward-thinking companies took the opportunity to increase their competitive advantage amid COVID-19.