Polen Capital
Market insights and commentary from Polen Capital.
United States4 articlesLast published 16 Jun 2026
Equities
Research
Polen CapitalThematic
Webinar Replay: Investing in Themes to Drive Performance | Polen Capital
Polen Capital's Q2 2026 webinar replay (approximately 48 minutes) covers thematic investing as a driver of portfolio performance, with related discussion touching on small-cap volatility, AI narratives in credit, and structural growth forces. The session reflects Polen Capital's disciplined, growth-oriented investment philosophy applied across thematic lenses.
16 Jun 2026
Polen CapitalEquities
Re-Thinking Volatility in Small Cap | Polen Capital
Polen Capital argues that U.S. small cap growth's poor risk-adjusted returns and high volatility at the asset-class level obscure significant dispersion between individual winners and losers, which skilled active managers can exploit. The paper contends that volatility is a structural byproduct of early-stage innovation dynamics rather than a reason to avoid the segment, and that a bottom-up, company-focused approach can generate attractive risk-adjusted returns.
2 Jun 2026
Polen CapitalEquities
Webinar Replay: The Tax-Smart Transition | How Section 351 Exchanges Are Reshaping Portfolio Management | Polen Capital
This Polen Capital webinar replay examines how Section 351 tax-free exchange strategies can be used to transition concentrated or low-basis equity positions into diversified portfolios without triggering immediate capital gains. The session explores the mechanics and portfolio management implications of this approach for high-net-worth and institutional investors.
20 May 2026
Polen CapitalEquities
Webinar Replay: Q1 2026 Fireside Chat | Polen Capital
Polen Capital's Focus Growth team (Davidowitz, Ficklin, Atkins) discusses Q1 2026 portfolio repositioning, consolidating software exposure into fewer high-conviction "mission critical" names such as Microsoft, Oracle, ServiceNow, and Shopify while exiting Paycom, Adobe, and Intuit. The team argues recent underperformance is narrative- and algo-driven rather than fundamental, and highlights an attractive valuation setup of low-20s P/E with mid-to-high-teens earnings growth potential.
11 May 2026