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Recent Perspectives

Thought Capital

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

Institutional Investor Fireside Chats
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.
Thought Capital

Is AI a Threat to Software as a Service Companies?
We believe Artificial Intelligence will give rise to an evolution in software, not an extinction.

Learn more about our investment teams