Webinar
Investing in Themes to Drive Performance
About the Webinar
What helps drive durable investment performance across cycles? At Polen Capital, we believe it takes more than fundamentals alone.
We think that thematic and macro forces can materially influence company outcomes and stock performance across industries, sectors, and market environments.
Join the 5 Perspectives investment team for a discussion on:
- How thematic investing has been embedded in the team’s approach since 2000
- How we think it complements bottom-up research, and
- Why thematic timeliness matters in today’s market
We will cover the team’s process, the evolution of the strategy over 26 years, and two key themes shaping opportunity today, along with company examples that bring the approach to life.
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Our Panelists
FOR FINANCIAL PROFESSIONAL USE ONLY.
Webinar Eligibility Notice: This webinar is intended exclusively for professional investors. It is not directed at, or suitable for, retail investors. Retail investors are prohibited from registering for or attending this event. If you do not meet these requirements, you must not proceed with registration or access the webinar content.
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.