Listen to Polen Capital’s Dan Davidowitz discuss stock selection, concentrated diversification and the biggest market disruption of the week in the latest episode of “What Goes Up”.
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)
Polen Small Company Growth team discusses why they prefer to invest in consistent, durable-growth businesses, rather than the fastest-growing businesses in the small-cap space
Polen’s Damon Ficklin and Jeff Mueller featured in Columbia Business School newsletter
Polen’s Dan Davidowitz discussing concentrated portfolios and holding periods with Bloomberg Business News