2026 Roundtable Series
In 2025, large-cap tech and AI dominated the headlines — but what about other, more overlooked asset classes? This year’s Roundtable series focuses on often neglected corners of the market where untapped growth opportunities might be discovered.
Join portfolio managers from our 5Perspectives, Global Emerging Markets, and European High Yield teams as they share insights, experiences, and actionable ideas for navigating today’s market landscape.
Key Topics:
- Secular themes and accelerating trends in an industry can create ripple effects, helping to unlock growth in underappreciated areas of the investment universe.
- Emerging markets are carving new paths in innovation and transformation, creating compelling investment opportunities as they shift from their historic role as followers to global disruptors.
- The European High Yield market has evolved from niche to noteworthy, demonstrating resilience through various economic conditions and market shocks and positioning it as a strong candidate for long-term allocation.
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Speakers
FOR FINANCIAL PROFESSIONAL USE ONLY
The views expressed during the event are those of the presenters and are as of the date of the event and should not be construed as a recommendation to purchase or sell any particular security. These views are subject to change at any time based upon market or other conditions, and the investment adviser disclaims any responsibility to update such views. These views may not be relied on as investment advice, and, because investment decisions are based on many factors, may not be relied on as an indication of trading intent on behalf of any Polen Capital investment strategy. It should not be assumed that any of the securities, transactions or holdings discussed were or will prove to be profitable or that any investment recommendations we make in the future will equal the investment performance of the securities discussed herein. Past performance is not indicative of future results.