Quality Investing Across a Global Opportunity Set
Canvassing the world in pursuit of businesses with durable, profitable growth
Canvassing the world in pursuit of businesses with durable, profitable growth
Accountability and discipline help surface true signals from abundant information
We seek businesses with the financial flexibility to stay on the offensive, in good times and bad
Dan Davidowitz discusses the dominance of Visa & MasterCard. Can this duopoly be disrupted?
Watch Dave Breazzano talk credit markets & unlocking the most compelling yield opportunities seen in years
Why there is often more to the story than agency ratings suggest
Jeff Mueller shares his view of the global beauty industry and what sets the leaders apart
Why we see a “Goldilocks” opportunity in the asset class
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
How traveling the globe to meet companies & customers can help uncover sources of competitive advantage