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
We remain focused on owning companies with competitive advantages that we believe can compound earnings and cash flows over the long term
In a macro-driven environment, we maintain focus on competitively advantaged, financially flexible businesses
In market uncertainty, we continue to take advantage of new compelling opportunities
During market volatility, our disciplined framework allows us to deploy capital opportunistically
In unprecedented market environment, our focus remains on high-quality growth companies
We believe the Portfolio is compellingly valued as it continues to be geared for growth at above market rates
Our goal is to construct a portfolio that is comprised of the highest quality, most competitively advantaged businesses around the globe
We believe owning cash-rich, competitively advantaged businesses avoids the perils of leverage and lack of differentiation
Watch as Polen Focus Growth portfolio manager Dan Davidowitz hosts an engaging & timely conversation on market opportunities & challenges