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”.
Perspectives
A Business Owner’s Mindset: Investing Through a Pandemic
All-season durable growth companies, in our experience, are led by management teams that focus on long-term value creation—they operate with a business owner’s mindset.
Podcast: Value Investing with Legends—Compounding with Polen Capital
Listen to Large Company Growth portfolio managers Dan Davidowitz and Jeff Mueller’s discussion with Columbia Business School.
Watch Asset TV MASTERCLASS: Small-Cap Investing Highlights Featuring Rayna Lesser Hannaway
Review the highlights from Asset TV’s Small-Cap Investing MASTERCLASS featuring Polen U.S. Small Company Growth Strategy Portfolio Manager Rayna Lesser Hannaway. Rayna discusses the advantages of the Polen Capital investment approach in small-cap investing.
