Quality Investing Across a Global Opportunity Set
Canvassing the world in pursuit of businesses with durable, profitable growth
Perspectives
An Active Approach to Navigate Noisy Markets
Accountability and discipline help surface true signals from abundant information
Silver Linings: Companies with a Playbook for Tough Times
We seek businesses with the financial flexibility to stay on the offensive, in good times and bad
Beyond Fundamentals: Outlook on Digital Payments
Dan Davidowitz discusses the dominance of Visa & MasterCard. Can this duopoly be disrupted?
Asset TV Masterclass: Why High Yield, Right Now
Watch Dave Breazzano talk credit markets & unlocking the most compelling yield opportunities seen in years
Beyond Fundamentals: Taking A Deeper Look at Credit Risk
Why there is often more to the story than agency ratings suggest
Beyond Fundamentals: Beauty Care & Cosmetics
Jeff Mueller shares his view of the global beauty industry and what sets the leaders apart
Beyond Fundamentals: High Yield’s Time to Shine?
Why we see a “Goldilocks” opportunity in the asset class
Citywire Due Diligence Report: High Yield 2023 Roundtable
Watch John Sherman, portfolio manager on Polen’s High Yield Team, share his outlook on the credit market & how he seeks to capitalize on its inefficiencies
Beyond Fundamentals: On the Road Across Emerging Markets
How traveling the globe to meet companies & customers can help uncover sources of competitive advantage