Polen Capital
2 posts
- Polen Capital: 5 ‘Guardrails’ For Finding The Best OpportunitiesDuring their recent interview with Value Investor Insight, Damon Ficklin and Jeff Mueller from Polen Capital discussed their five guardrails for finding the best opportunities. …
Polen Capital: The Benefits Of Concentrated Investing In Quality Small CapsHere’s a great recent article by Polen Capital which discusses the benefits on concentrated investing in quality small caps. Here’s an excerpt from the article: Trade-Offs Betwe…