Perspectives
Barron’s 5 Best Mutual Funds to Get Through the Coronavirus Crisis
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)
Talking Decking, Diets, and Discounts With the Polen Small Company Growth Team
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
Graham & Doddsville Newsletter Winter 2019
Polen’s Damon Ficklin and Jeff Mueller featured in Columbia Business School newsletter
Bloomberg Businessweek – Ask Any Stock Market Pro: Buying Is Easy, Selling Is Hard
Polen’s Dan Davidowitz discussing concentrated portfolios and holding periods with Bloomberg Business News
Talking Stocks with a Winning Fund Manager
Barron’s discusses concentrated stock selection strategy with Polen’s Dan Davidowitz