Polen Capital

since 1989
  • 51-200 employees
  • Financial Services

Polen Capital

Polen Capital is a global leader in quality growth and high yield investing. For over 30 years we have demonstrated an unwavering commitment to our clients, community and each other. We deliver distinctive growth and income solutions, building high conviction concentrated, competitively advantaged, active portfolios with the potential to compound and outperform over the long-term.

We have a culture of results, and a belief in going beyond what’s expected for our clients and the communities we serve. Polen Capital was named by Pensions & Investments as a “Best Places to Work in Money Management” each year for the past seven years.

Content

Eight Questions for June Lui
  • 7 days ago

Charting a New Path in China: Discussion with our China Growth strategy's Portfolio Manager June Lui

Seize Today's Yields or Bet on Wider Credit Spreads Tomorrow?
  • 10 days ago

Yields are on sale, offering investors an attractive income-generating opportunity.

Triple C-Rated Corporate Bonds & Loans: Seeking Hidden Gems
  • 23 days ago

Knowledge, skill & patience are required to effectively screen opportunities & separate the valuable from the worthless.

Pundits, Pollsters, and Prophets
  • 28 days ago

At Polen Capital, we aren't in the business of predicting election outcomes. We are focused on building quality portfolios for the long term.

Credit Opportunities Commentary
  • 1 month ago

Leveraged credit markets ended 2023 on a high note. The recent rally among risky assets, including high yield bonds and leveraged loans, erased some of the memories of what was a tumultuous year.

Opportunistic High Yield Commentary
  • 1 month ago

Leveraged credit markets ended 2023 on a high note. The recent rally among risky assets, including high yield bonds and leveraged loans, erased some of the memories of what was a tumultuous year.

Institutional Investor Fireside Chats
  • 1 month ago

Dave Breazzano recently sat down with Institutional Investor to discuss what the high yield credit asset class can do for diversification, returns, and risk profiles within institutional portfolios.

Emerging Markets Growth Commentary
  • 1 month ago

Our focus remains on identifying companies with competitive advantages that we believe can generate long-term earnings and cash flow growth.

Is AI a Threat to Software as a Service Companies?
  • 1 month ago

We believe Artificial Intelligence will give rise to an evolution in software, not an extinction.