Perspectives

1Q2022 – Global Emerging Markets Growth Commentary

We seek to invest in companies with solid balance sheets and long runways for growth

We view market dislocations as opportunities to become owners of great businesses

We continue to see an exciting and attractive runway for our Portfolio companies over the long term

Taking a long-term view, we believe that compounding is a multi-year process

We think and behave like rational business owners using a repeatable, time-tested investment approach

Given enough time, experience has shown us that markets often discern the underlying quality and growth of various businesses

We try to remain dispassionate, separating facts and data about companies from the stories people tell about stocks

Watch as Polen Focus Growth Portfolio Manager Dan Davidowitz joins a candid conversation on markets & growth

Watch as our panel gets real about interest rates & inflation, sharing perspective on how to navigate periods of heightened equity volatility

Watch Rayna Lesser Hannaway, head of Polen’s Small Company Growth team, discuss her outlook for small-cap investing