Perspectives

Leveraged Credit Market Review & Outlook 2023

Perspective on a rocky year & what 2023 may hold for investors

How traveling the globe to meet companies & customers can help uncover sources of competitive advantage

Watch as Polen Focus Growth portfolio manager Dan Davidowitz hosts an engaging & timely conversation on market opportunities & challenges

Digging into this year’s market drivers, the underperformance of quality stocks, & what it could signal for the future

How a selective, research-driven approach can help identify mispriced, misunderstood companies in an inefficient space

How we seek to avoid the trap of short-term distractions in pursuit of durable, sustainable growth opportunities