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
Perspectives
Beyond Fundamentals: On the Road Across Emerging Markets
How traveling the globe to meet companies & customers can help uncover sources of competitive advantage
Focus Growth Mid-Quarter Update Webinar
Watch as Polen Focus Growth portfolio manager Dan Davidowitz hosts an engaging & timely conversation on market opportunities & challenges
Beyond Fundamentals: Is Quality Stock Picking Broken?
Digging into this year’s market drivers, the underperformance of quality stocks, & what it could signal for the future
Beyond Fundamentals: Seeing the Bigger Picture
How we seek to avoid the trap of short-term distractions in pursuit of durable, sustainable growth opportunities
Polen Perspectives Webinar: Seeking Growth Across the Globe
Watch as our panelists explore which powerful trends & themes could present investors with a new wave of secular growth opportunities
Polen Perspectives Webinar: Widening the Lens on Markets & Growth
Watch as Polen Focus Growth Portfolio Manager Dan Davidowitz joins a candid conversation on markets & growth
Polen Perspectives Webinar: Real Talk About Interest Rates & Inflation
Watch as our panel gets real about interest rates & inflation, sharing perspective on how to navigate periods of heightened equity volatility
Citywire Due Diligence Report: U.S. Equities 2022 Roundtable
Watch Rayna Lesser Hannaway, head of Polen’s Small Company Growth team, discuss her outlook for small-cap investing
Beyond Fundamentals: Sustainable Growth & Transformation with Accenture
Watch Dan Davidowitz, Portfolio Manager & Analyst at Polen Capital, in conversation with Julie Sweet, Chair & CEO of Accenture
