Perspectives

The Polen Heat Map: Degrees of Expected Return

Could Software Be a Safer Investment than Consumer Staples?

Why traditional software business evolving toward a recurring revenue model is blurring the lines between safety & growth

Why Investing in Digital Transformation Goes Beyond Technology

Seeking Growth in Emerging Markets: Exploring Consumer Trends

5 Things You Need to Know about Polen Capital’s Small Company Growth Team

Are SaaS Businesses the New Safeties?

Election Uncertainty: How Will Politics & Policy Affect High-Quality Companies?

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

Making Sense of the Current Growth vs. Value Dynamic

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