Markets Recon

Part of Polen Capital

Polen Capital

The archive

Their research,
newest first.

Title Topics Published Actions
5Perspectives Small-Mid Growth Commentary
Experienced International Equity Team Partners with Polen Capital Through Formation of Polen International Equity LLC
Opportunistic High Yield Commentary
5Perspectives Large Growth Commentary
5Perspectives Growth Opportunities Commentary
5Perspectives Ultra-Small Growth Commentary
International Growth Commentary
International Equity Commentary
International Small Cap Equity Commentary
Focus Growth Commentary
Global Growth Commentary
5Perspectives Small Growth Commentary
Webinar Replay: Q2 2026 Quality Growth Fireside Chat
Webinar Replay: Fireside Chat with Our Quality Growth Team
Webinar Replay: Where The Income Is
The Problem Isn't the Target - It's the Path
When a Theme Becomes Investable: Electrification in Practice
2026 High Yield & Leveraged Loan Mid-Year Review & Outlook
2026 High Yield and Leveraged Loan Mid-Year Review and Outlook
Webinar Replay: Investing in Themes to Drive Performance
Re-Thinking Volatility in Small Cap
Introducing Polen 5Perspectives Small-Mid & Large Growth ETFs
U.S. Small Growth Commentary
U.S. Small-Mid Commentary
Webinar Replay: Q1 2026 Fireside Chat

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