• 1 day ago

Supporting growth through strategic financing: Mezzanine loan facilitates acquisition of market-leading manufacturer by Sky Island Capital

By Polen Capital In Equities, Private Markets

• 7 days ago

A discussion with portfolio managers on shifting global dynamics that have the potential to create compelling long-term investment opportunities beyond U.S. borders.

By Polen Capital In Portfolio Construction

• 22 days ago

Launching a European High Yield strategy that provides access to Europe’s diverse credit market.

By Polen Capital In Fixed Income

• 23 days ago

Periods of increased volatility often present significant opportunities for disciplined, active managers.

By Polen Capital In Fixed Income, Portfolio Construction

• 29 days ago

While many investors believe the best time to invest in leveraged credit is when credit spreads are wide, decades of historical analysis tell a different story.

By Polen Capital In Fixed Income

• 1 month ago

Zhang Zhang recently joined the UBS Market Moves podcast to share his perspective on the rapidly advancing landscape of artificial intelligence.

By Polen Capital In Thematic / Megatrends

• 1 month ago

Members of the Polen investment team discuss the generative artificial intelligence (GenAI) market and uncover some of the exciting opportunities currently found in the Polen Focus Growth and Globa...

By Polen Capital In Thematic / Megatrends, Equities

• 2 months ago

John Sherman joined the ION Analytics podcast to discuss market dynamics and his thoughts on how investors can build a strategic allocation to the space.

By Polen Capital In Macro, Fixed Income, Portfolio Construction

• 2 months ago

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

By Polen Capital In Emerging Markets, Equities