Perspectives
Leveraged Credit Market Review & Outlook 2023
Perspective on a rocky year & what 2023 may hold for investors
Beyond Fundamentals: On the Road Across Emerging Markets
How traveling the globe to meet companies & customers can help uncover sources of competitive advantage
Focus Growth Mid-Quarter Update Webinar
Watch as Polen Focus Growth portfolio manager Dan Davidowitz hosts an engaging & timely conversation on market opportunities & challenges
Beyond Fundamentals: Is Quality Stock Picking Broken?
Digging into this year’s market drivers, the underperformance of quality stocks, & what it could signal for the future
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
Beyond Fundamentals: Seeing the Bigger Picture
How we seek to avoid the trap of short-term distractions in pursuit of durable, sustainable growth opportunities
