Polen Capital
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March quarter update on the Polen Capital Global Growth Fund
Polen Capital
May 4, 2023
2023 began with a strong start as the U.S market tended to reward quality fundamentals in January. Concerns around inflation and central bank policy re-emerged in February when the U.S. Federal Reserve Chairman Powell remarked that rates may be kept at “a restrictive level for a period of time.” Despite the acute banking crisis impacting countries around the world, which we touch on below, quality fundamentals appeared to be, once again, rewarded in March. continue…
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Companies the Polen Capital Global Small and Mid Cap Fund bought and sold in the March quarter
Polen Capital
May 2, 2023
As expected, during periods of heightened volatility and a shifting economic environment, we are refining the Portfolio opportunistically. This includes initiating positions in companies that have been unfairly punished by investment markets, and taking profits by trimming companies that have held up well and those that we believe have lower return expectations going forward. continue…
by Polen Capital Posted in Polen Capital, Stocks We Like.
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The Polen Capital Global Growth Fund receives a “Recommended” rating from Lonsec
Dean Curnow
April 28, 2023
We are pleased to announce that Lonsec, in their second year of coverage, has upgraded the Polen Capital Global Growth Fund (Class B Units[1]) to ‘Recommended’. This is the second highest rating available for strategies they research. continue…
by Dean Curnow Posted in Polen Capital.
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Is the Future of E-Commerce Still Bright?
Polen Capital
April 6, 2023
Three years ago, in March 2020, the head of the World Health Organization declared the COVID-19 outbreak a global pandemic. Immediately after, entire nations went into lockdown, upending life as we knew it. Amid the health crisis, people adapted to the “new normal” by adjusting their lifestyles and developing new habits. Fast forward to today, we can see that several trends which emerged during the pandemic were quick to fade, while others are likely to have long-lasting implications in the post-pandemic era. continue…
by Polen Capital Posted in Consumer discretionary, Polen Capital.
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Why the Polen Capital Global Growth Fund portfolio is going to help investors win in the long run
Polen Capital
March 30, 2023
In this video Polen Capital’s Damon Ficklin joins Roger to discuss the portfolio characteristics of the businesses owned in the Polen Capital Global Growth Fund. The businesses Polen Capital invest in are truly advantaged and have the ability to weather the business cycle and continue to perform well in the current environment. Two examples of businesses delivering double-digit revenue growth include Align Technology and Visa. continue…
by Polen Capital Posted in Polen Capital.
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Polen Capital expands its global emerging markets footprint
David Buckland
March 15, 2023
In this week’s video insight David provides an update on our global equity partner Polen Capital including how the Polen Capital Global Emerging Markets Growth Team selects what they believe are high quality 25-40 companies with difficult-to-replicate competitive advantages.
by David Buckland Posted in Polen Capital, Video Insights.
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What is next for small caps?
Polen Capital
February 17, 2023
The past year posed considerable challenges for equity investors, including runaway inflation, a rising interest rate environment, geopolitical tensions, and the lingering effects of the pandemic. The confluence of these headwinds – and a lack of positive catalysts – roiled market sentiment, resulting in most equity analysts adjusting their expectations for corporate earnings growth substantially lower. continue…
by Polen Capital Posted in Editor's Pick, Polen Capital.
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Wonderful companies at wonderful prices?
Polen Capital
February 2, 2023
“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”1 This well-worn adage from Warren Buffett has guided our investment approach for over thirty years and is the title of a piece we published in 2018.2 Given recent market conditions, we’ve chosen to revisit this concept. continue…
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Why Polen Capital exited these positions in the December 2022 Quarter
Polen Capital
January 27, 2023
2022 was a challenging year in the market, particularly for growth stocks, and now we enter 2023 with the consensus expectation for a recession. Portfolio activity for the Polen Capital Global Growth Fund picked up during the fourth quarter of the year. Four long-term holdings were sold during the December 2022 quarter – Nike, Adidas, Starbucks, and Meta Platforms. Each of the exited positions were smaller weights within the portfolio, reflecting some concerns on outlook. continue…
by Polen Capital Posted in Companies, Polen Capital.
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December quarter update on the Polen Capital Global Small and Mid Cap Fund
Polen Capital
January 23, 2023
The fourth quarter of 2022 echoed themes that endured throughout the year, and despite posting double-digit returns over the quarter, 2022 ended with the largest annual decline since 2008. While multiple compression was behind the broad decline over the year, the fourth quarter saw multiples expand for the first time since Q4 2021. Signs of inflation slowing mostly drove this reversal. continue…
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