Perspectives
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”.
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.
