Quality Investing Across a Global Opportunity Set
Canvassing the world in pursuit of businesses with durable, profitable growth
Post-Event Webinar Materials
With concerns about inflation rising, the threat of increased regulation persisting, and the growth vs. value debate continuing, investors today are faced with a number of market challenges. Watch portfolio managers Dan Davidowitz, CFA, Todd Morris, and Rayna Lesser Hannaway, CFA as they share their perspectives on positioning portfolios for growth globally and across the cap spectrum in a post-COVID era. They also answer questions from the audience.
Important Disclosures
The information provided on this page should not be construed as a recommendation to purchase, hold or sell any particular security.
This material is not intended as a guarantee of profitable outcomes. Past performance is not indicative of future results. The opinions and estimates expressed herein constitute the judgement of Polen Capital and are subject to change without notice or update, including any forward-looking estimates or statements which are based on certain expectations and assumptions.
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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