A Message from Polen Capital Recent Perspectives Thought Capital 12-Sep-2024 Eight Questions for June Lui Charting a New Path in China: Discussion with our China Growth strategy's Portfolio Manager June Lui Thought Capital 09-Sep-2024 Seize Today's Yields or Bet on Wider Credit Spreads Tomorrow? Yields are on sale, offering investors an attractive income-generating opportunity. Thought Capital 27-Aug-2024 Triple C-Rated Corporate Bonds & Loans: Seeking Hidden Gems Knowledge, skill & patience are required to effectively screen opportunities & separate the valuable from the worthless See All Perspectives