Perspectives

Year-End Capital Gain Distribution Estimates 2020

To help with year-end tax & investment planning, download Polen Capital’s 2020 capital gain distribution estimates (actuals will be available in December).

Portfolio Manager Q&A: Standing the Test of Time with Quality Companies

Barron’s Future Returns: Buying “Silver Tech”

Jeff Mueller, Polen Global Growth Portfolio Manager, discusses why the rise of baby boomers embracing technology during COVID-19 has become a notable investment theme

Gathering Insight with Polen’s International Growth Portfolio Team

Ahead of the Digital Curve—Polen Global Growth Profile in Barron’s

Portfolio Manager Q&A: Seeking Durability in Small-Cap Companies

Portfolio Manager Q&A: Searching the Globe for Sustainable Growth

Podcast: Bloomberg What Goes Up—Views of a Top Growth Manager

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”.

CEO Stan Moss Talks Surging Inflows & Hiring Opportunities in Fund Intelligence

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)