1Q2022 – Global Emerging Markets Growth Commentary
We seek to invest in companies with solid balance sheets and long runways for growth
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