• 1 day ago

New name reflects the team’s differentiated Five Perspectives investment framework.

By Polen Capital In Equities

• 1 day ago

While the prospect of declining interest rates and improving earnings growth has driven more attention to the small cap asset class broadly, we remain most excited about structural tailwinds, inclu...

By Polen Capital In Equities, Fixed Income, Portfolio Construction, Thematic / Megatrends

• 9 days ago

We think the best course to take in markets is owning conservatively capitalized companies with faster-than-average growth potential.

By Polen Capital In Equities

• 15 days ago

By thinking in years instead of months or quarters, noise macro uncertainty tends to fade.

By Polen Capital In Equities, Macro

• 15 days 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.

By Polen Capital In Fixed Income

• 24 days ago

Our long-term returns are highly correlated with the Portfolio’s underlying earnings growth.

By Polen Capital In Equities, Portfolio Construction

• 30 days ago

Behind every milestone is a story—discover the heart, wisdom, and hope behind our small cap growth strategy; see what’s next.

By Polen Capital In Equities

• 1 month ago

In a world where generating meaningful income is growing increasingly complex, investors are faced with a puzzle: balancing yield, risk, and flexibility without sacrifice.

By Polen Capital In Fixed Income

• 1 month ago

CEO Stan Moss reflects on a year of maintaining discipline and conviction in Polen’s investment process – navigating complex market dynamics, embracing innovation, and strengthening both our teams...

By Polen Capital In Thematic / Megatrends