Year-End Capital Gain Distribution Estimates 2022
To help with year-end tax & investment planning, download Polen Capital’s 2022 capital gain distribution estimates (actuals will be available in December).
Perspectives
Value Investor Insight: “Taking the High Road” with Polen Global Growth
Portfolio managers Damon Ficklin & Jeff Mueller talk guardrails, why this market feels different & the companies they’re watching closely
Podcast: Millennial Investing Talks Small Caps with Rayna Lesser Hannaway
How a selective, research-driven approach can help identify mispriced, misunderstood companies in an inefficient space
Polen Capital Credit Expands U.S. Mutual Fund Lineup
New High Yield & Bank Loan vehicles complement existing offerings, providing greater choice for investors in the fixed income space
Polen Capital Adopts the CFA Institute Diversity, Equity & Inclusion Code
Reinforcing the firm’s deep commitment to building a culture of inclusivity, Polen becomes DEI signatory
Institutional Investor: “Corner Office” View on Polen Capital’s Culture
CEO Stan Moss explains how the firm’s business model is purpose-built to drive focus on investment outcomes
Podcast: Stan Moss on Storytelling, Trust & Accountability
Polen’s CEO shares insights on leadership & organizational culture, drawn from his experience on a highly competitive playing field
With Intelligence Awards Polen Capital Best Philanthropic Initiative
Make-A-Wish® Polen Capital Golf Tournament wins top honor at 2022 Mutual Fund Industry & ETF Awards
Podcast: Orion’s The Weighing Machine with Rayna Lesser Hannaway
High conviction in quality small- and mid-cap businesses, “high hopes” for a path to recovery
Private Wealth: High-Yield Investing in a Rising Rate Environment
Dave Breazzano, Polen Capital Credit co-founder, shares insights from his 41 years of high yield investing through distressed market situations & rising rate environments
