Podcasts about polen capital

00:00 intro02:00 Chris Hohn History20:30 Triple Front Partners 13f22:30 Chuck Akre 13f23:40 Josh Tarasoff 13f24:40 Polen Capital 13f27:36 AirBnb Midlife Crisis35:40 Waymo Recalls 1,200 Cars

Zhang Zhang is the Head of AI and Risk Analytics at Polen Capital. Listen to a wide-ranging conversation about the evolution of AI, where AI is being under and over-hyped, words of caution to be mindful of, along with common current and anticipated future use cases of this rapidly evolving technology. Host: Daniel Cassidy

This spring I'm releasing bonus episodes of The Take Home. No new lectures on leadership, instead I'm sharing the amazing podcasts created by the students in my Leadership for Sport Professionals class. In this bonus episode of Season 5, I'm sharing "Leading on All Fronts" which was created and produced by Eric Liao and Kathryn Detweiler. Here are their liner notes: In the premiere and only episode of Leading on All Fronts, hosts Eric and Kathryn explore the critical themes of Inclusive Leadership and Team Leadership from chapters 12 and 16 of Peter G. Northouse's Leadership: Theory and Practice (9th Edition). They discuss key leadership strategies such as embracing responsibility, mastering clear and consistent communication, fostering a collective “bought-in” mentality, and exemplifying qualities that inspire others to follow. Their guest, Jeff Mueller, brings a wealth of experience and insight to the conversation. As a partner at Polen Capital and co-portfolio manager of the firm's Global Growth strategy, Mueller combines deep expertise in finance with a disciplined approach to leadership. He also serves as an adjunct professor at Columbia Business School, where he teaches Compounders in the renowned Value Investing Program. Mueller's path to leadership is both dynamic and inspiring. Over a decade of service in the U.S. Marine Corps, he flew more than 200 combat missions in F/A-18 aircraft, honing his skills in high-pressure, mission-critical environments. He later transitioned to finance, earning his M.B.A. with honors and distinction from Columbia Business School while being recognized as a Tillman Scholar. Before that, he graduated from Trinity University with a Bachelor of Arts in communication and business administration, captaining the men's tennis team, achieving All-American status, and contributing to a national championship victory. Today, he resides in Florida with his wife and two children. In this episode, Mueller reflects on the lessons learned throughout his career, emphasizing the importance of continuous growth and embracing the question, “What's next?” He also shares a powerful insight from his Marine Corps experience: the motto, “Mission first, Marines always.” This guiding principle underscores the need to prioritize team cohesion as the foundation for achieving a shared mission—wisdom that resonates far beyond military service. Through engaging dialogue and actionable insights, this episode provides a thoughtful exploration of leadership and its impact. It's a fitting way to both introduce and conclude Leading on All Fronts. Music Credits: ● Intro: "Epic" by BlackTrendMusic ● Outro: "Epic" by Lite Saturation

Polen Capital, with deep roots in the world of growth equity investing, has expanded into the opportunistic high yield bond market, leveraging its acquisition of DDJ Capital in 2021. Polen CEO, Stan Moss, and Head of Credit, Dave Breazzano, join Noel Hebert and Sam Geier on this special edition of Credit Crunch, live from the Greenwich Economic Forum. The conversation dives into the firm's focus on growth, the benefits of a flexible high yield investment approach, leadership through uncertain times, the credit cycle and more.

With special guest Dave Breazzano, head of credit at Polen Capital. 

Dave Breazzano is the head of the Credit Team at Polen Capital, where he oversees $8 billion of the firm's $43 billion in assets. Dave is one of the OGs in high yield, having started in the early 1980s and invested continuously through more than forty years since.   Our conversation covers some history of the high-yield market alongside Dave's involvement in it, the founding of his firm in 1996, Polen's strategy to take advantage of myths in the market, the implementation of the strategy, and Dave's thoughts on the changing interest rate environment, private credit, and opportunities and risks going forward. In our complex world of investing, I suspect you'll find elegance in the simplicity and clarity with which Dave approaches investing.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

There's nothing a woman in a power suit can't do. Shake up a male-dominated industry? Check. Redefine leadership? Check. Inspire generations to come? Check. In this episode, Rayna Lesser Hannaway shares her inspiration for doing all of the above. Listen as Rayna and Stacy discuss: • Her backstory– from looking up to her fierce, go-getter lawyer mom to becoming a powerhouse female in finance • How competitive company culture can sabotage the due diligence process• Her approach to encouraging collaboration and keeping core values at the heart of Polen's operation • How collaboration can be a boutique's secret sauce for standing out amongst the bigs…and so much more. About Rayna Lesser Hannaway:Rayna heads the Small Company Growth Team, is the lead Portfolio Manager of Polen Capital's U.S. Small Company Growth and U.S. SMID Company Growth strategies, and is co-portfolio Manager of Polen Capital's Global SMID Company Growth strategy. Prior to joining Polen Capital in 2017, Rayna spent nine years in portfolio management and two years as a Research Analyst at Fidelity Investments in Boston, evaluating small and mid-cap companies. She also spent nine years working in small-cap research for Jennison Associates and Lord Abbett & Company. Rayna received a B.A. in Economics from Barnard College, a division of Columbia University, where she graduated summa cum laude in 1996. Rayna is a CFA® charterholder and holds a CFA Institute Certificate in ESG Investing. In 2021, Rayna launched Polen's WISE employee resource group to support and promote an inclusive and supportive culture for women and their allies across the asset management industry. Rayna is currently a member of the Board of Directors at Big Brothers Big Sisters of Massachusetts Bay and the Board Chair at RAW Artworks.Rayna holds a bachelor's degree in economics (summa cum laude) from Barnard College, Columbia University. In her free time, Rayna enjoys skiing, hiking, yoga, volunteering in her community, traveling, and spending time with her family. Resources Mentioned in This Episode: Song: U2 - Beautiful Day Books: Start with Why by Simon Sinek, How to Know a Person by David Brooks, Living with a SEAL by Jesse Itzler - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

On today's show, Ben Carlson and Michael Batnick are joined by Ben Santonelli, Lead Portfolio Manager of Polen Capital's Credit Opportunities Strategy to discuss how interval funds work, navigating interest rate increases within your bond allocation, how Polen Capital is actively managing bonds, the biggest risk to high yield bonds, how Polen Capital values businesses, thoughts on why spreads have remained tight, and much more! Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Davidowitz is lead portfolio manager of Polen Capital's Focus Growth strategy.  We discuss Dan's evolution as an investor, Polen's investment guardrails, and other factors that have helped the strategy deliver exceptional returns over the last 35 years.Show notes:[01:16] Dan discusses how he pivoted from public health to investing[02:56] Thoughts on healthcare investing[04:30] Shifting from a deep value shop to Polen Capital[07:44] Keep things simple[10:01] Time arbitrage with businesses that are the best-of-the-best[12:12] Creating a high performance investment team[14:23] The importance of being both optimistic and open-minded to change[16:34] Getting better each day to remain competitive[17:59] Polen Capital's evolution[20:40] Polen's investment guardrails[22:14] Vigilance and conservatism for continuous compounding of earnings growth[24:35] Making sure companies are investing adequately for their future[26:34] Acquisition-driven companies[28:45] Investing across the growth spectrum[31:17] Having a broad mix of competitively-advantaged businesses[33:51] Valuation discipline[36:45] Lessons from the last few years[38:30] Impact of GenAI[41:03] Why Amazon is a large holding[45:35] Building any experience is good experience

My guest today believes that the underperformance of the Magnificent 7 is creating opportunities in small-cap equities as investors look to loosen their portfolio concentration in large-cap names. In addition, increased small-cap M&A activity, better credit market conditions, and a lower cost of capital, are creating fertile ground for small-cap companies.Here are some links to learn more about Rayna and Polen Capital:www. Polencapital.com

On episode 136 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Davidowitz of Polen Capital to discuss: Sam Bankman-Fried's prison sentence, equity valuations, the problem with Apple, the bull case for Amazon, how Netflix became the king of streaming, potential challenges ahead for Nvidia, remembering Daniel Kahneman, and much more! This episode is brought to you by Rockey Money. Cancel your unwanted subscriptions by going to: https://rocketmoney.com/compound Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Polen Capital's culture: radical candor, autonomy, mastery, purpose Investing philosophy: competitive advantages, concentrated portfolios (20-25 stocks), position sizing Large Company Focus Growth Strategy: 132 stocks in 35 years, largest position in Amazon Risk management: eliminate risky businesses Analysis of Visa, MasterCard, cyclicals Team structure: meetings twice weekly, Polen One-Pagers Learning from mistakes: conservative margin modeling Investing spectrum: seek double-digit annualized returns Selling criteria: valuation, trimming stocks ********************************************************************* ⁠⁠Public.com⁠⁠⁠ just launched options trading, and they're doing something no other brokerage has done before: sharing 50% of their options revenue directly with you. That means instead of paying to place options trades, you get something back on every single trade.  -Earn $0.18 rebate per contract traded  -No commission fees  -No per-contract fees  By sharing 50% of their options revenue, Public has created a more transparent options trading experience. You'll know exactly how much they make from each trade because they literally give you half of it. Activate options trading at⁠⁠ ⁠⁠⁠⁠⁠https://public.com/jro⁠⁠⁠ by March 31 to lock in your lifetime rebate. Paid for by Public Investing. Must activate Options Account by March 31 for revenue share. Options not suitable for all investors and carry significant risk. Full rebate terms here (⁠⁠⁠https://public.com/disclosures/rebate-terms⁠⁠⁠). US members only. Options are not suitable for all investors and carry significant risk.  Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 25% off any premium plan: ⁠http://finchat.io/jro *********************************************************************

Private credit markets have shifted upmarket. Many larger financial players are seeking bigger deals that can have a greaterimpact on their portfolios. This has led to a vacuum in small/mid-cap deals where investors can get a significant yield premium to the overall market. In this episode, we will look at the public debt markets, where one can invest in high-yield/lower-rated bonds (e.g., triple Cs) to construct a portfolio that has a 200 or 300 basis point yield premium and has default losses equal to or less than the market. Investors can take advantage of market inefficiencies by participating in a part of the market that others are avoiding.Here are some links to learn more about Ben and Polen Capital: https://www.polencapital.com/people/ben-santonelli  Equities are the building blocks of any successful portfolio. Advisors must understand the best way to wield equities if they want to succeed. Join VettaFi and other industry-leading experts on Wednesday, MARCH 13 for their “Equity Symposium!” Register for Free at etftrends.com/webcasts/equities-symposium-2024

On this episode, Michael Batnick and Ben Carlson are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss: reasons for the valuation discrepancies between international stocks and US stocks, how the dollar affects international investments, understanding cultural differences when investing outside the US, position sizing within a concentrated portfolio, and much more! Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Kyle Grieve chats with Rayna Lesser Hannaway about her business flywheel model to identify great businesses, a use case of the business flywheel on one of Polen Capital's holdings, Globant, the strength of businesses with repeatable sales, the advantages of investing in small-cap stocks, how to deal with valuations in high-quality businesses, how to determine when to exit an investment based on a businesses fundamentals, and a whole lot more! IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 05:27 - A 5-step business flywheel approach to finding great businesses. 05:35 - Balancing a portfolio in the small-cap space based on growth.  12:34 - A breakdown of 3 high-quality small caps: Globant, Goosehead Insurance, and Clearwater Analytics. 16:11 - Popular misconceptions of diversification in small-caps. 29:19 - Why high-quality small caps often are undervalued by the market. 35:32 - Why using 5-year models for growth and valuation projections is so effective. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Read Rayna's perspectives here. Check out all the books mentioned and discussed in our podcasts here. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb NetSuite Masterclass Babbel Shopify Connect with Kyle: Twitter | LinkedIn | Website Connect with Rayna: LinkedIn | Website Learn more about your ad choices. Visit megaphone.fm/adchoices

With some of the best, most innovative, and well-run businesses located beyond U.S. borders, limiting one's investments to the domestic market may inadvertently limit their portfolio's potential growth. While the world's economic activity is dynamic and diverse, smart investors are now exploring opportunities in previously seen as distant and foreign markets. In this episode, Rusty and Robyn talk with Daniel Fields and Todd Morris, portfolio managers and analysts at Polen Capital Management. Before joining Polen Capital, Daniel spent eight years in Hong Kong, working for Gavekal Capital and Marshall Wace LLP as a research analyst evaluating Asian growth companies. Todd worked in research and marketing roles with Prudential Insurance and Millennium Global Asset Management, respectively, and served in the U.S. Navy for seven years.  Managing Polen Capital's international growth strategy, Daniel and Todd discuss with Rusty and Robyn the case for high-quality and international investing. They emphasize the importance of investing outside the United States. They also highlight the potential for international outperformance in the future, as well as the attractive valuations currently available in international markets. Key Takeaways [03:21] - Daniel and Todd's personal and professional backgrounds. [04:35] - An overview of Polen Capital's culture and what makes it unique. [05:45] - What compounders are and why they are important for investing. [08:00] - Why Polen Capital invests in concentrated portfolios. [08:48] - What Polen Capital's article, “Hidden in Plain Sight” is all about. [10:59] - How Polen Capital specifically defines high-quality companies. [13:11] - Potential catalysts for the dollar to weaken. [15:24] - Key takeaways from Polen Capital's “Opportunity Beyond Borders” article. [17:21] - Recommended allocation for non-U.S. securities. [19:34] - Daniel and Todd's take on how AI impacts the markets and financial advice. [21:19] - How Daniel and Todd maintain their physical and mental energy to perform at their best. [22:32] - The people Daniel and Todd are thankful for professionally. [24:47] - Daniel and Todd's recommendations for content. Quotes [08:33] - "We feel that concentration specifically among high-quality, profitable businesses offers the best odds of success over the long run. And so that is very central to how we think and operate as investors." ~ Todd Morris [09:02] - "If you're not investing outside the United States, you're missing out on a whole lot of really good companies. Some of the best, most innovative, and well-run businesses are located outside the United States." ~ Daniel Fields [15:42] - "More than 75% of global activity is happening outside the United States. And while a US-centric or a US-biased allocation has been sensible and has worked well for the last 15 years, that may not always be the case. We should all remember that much of the world's economic activity is happening outside our borders." ~ Todd Morris Links  Daniel Fields on LinkedIn Todd Morris on LinkedIn Polen Capital Neighborhood #1 by Arcade Fire Thunderstruck by AC/DC Aon Fisher Investments Gavekal Capital Hidden in Plain Sight Opportunity Beyond Borders John Wooden James Stockdale Louis-Vincent Gave Alfred Ho The New Map The Economist Admiral Chester Nimitz The World For Sale Connect with Us Meet Rusty Vanneman, Orion's Chief Investment Officer Check Out All of Orion's Podcasts Power Your Growth with Orion 3129-OPS-11/17/2023

On Todays episode, Ben Santonelli Portfolio Manager at Polen Capital joins the show for a discussion on the state of the high yield bond market. Expecting further weakness in the high yield space, but nothing outside the normal credit cycle, Ben explains where he is finding the best opportunities as "debt investors can now generate equity type returns". To hear all this & more, you'll have to tune in! -- Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ -- Digital Asset Summit 2024. Use Code: FG20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london -- Timestamps: (00:00) Introduction (03:49) Debt Investors Are Generating Equity Type Returns (05:38) Default Rates Will Increase In 2024 & Beyond (12:41) Loan-to-Value (LTV): Investing In High Quality Businesses (20:05) Loan Demand Has Declined Since 2022 (22:35) Liquidity (31:00) Credit Spreads Are Still Tight (35:35) Credit's Performance During A Recession (39:20) The Weakness In Credit Is Mostly Margin Compression (46:46) If Interest Rates Remain Higher For Longer, We Will See Refinancing Issues (50:41) Wages & Labor -- Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

In this episode of First Look ETF, Stephanie Stanton @etfguide analyzes new ETFs from Madison Investments, Polen Capital and Tema. The newly launched ETFs for our September episode target high and sustainable income strategies, global growth investing and the business trend of reshoring manufacturing back to U.S. soil. The guest lineup for this episode includes:1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE2. Patrick Ryan, CFA & Head of Multi-Asset Solutions, Madison ETFs3. Jeff Mueller, Portfolio Manager at Polen Capital 4. Chris Semenuk, Investment Partner at Tema ETFsFirst Look ETF is sponsored by the New York Stock ExchangeLearn more at http://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

I met Dan several years ago at a workout and probably one of the nicest guys around. I knew he was involved in the opening of a local West Boca gym and that was about it. One of the best parts about being local is having people drop by and Dan would periodically drop in to pick up his order and just shoot the shit. Dan has 24 years of experience in the financial world and it led him down to south Florida in 2005 when he joined up with Polen Capital. He and his team deliver active equity and high yield strategies to a wide range of clients. They build high-conviction portfolios that we are competitively advantaged. Per Dan “Our mission is to preserve and grow client assets to protect their present and enable their future.” When we began growing and expanding FROPRO we put together an investment deck and ran it by several people.  Dan gave it a look and he called us the next day to ask us several questions. He wanted to be a part of the team and help us continue our goal of expansion and snack domination.  His whole message is about team work, collaboration and growth. Please enjoy the podcast and have a most triumphant day! 

In this episode, David sits down with Stan Moss, CEO of Polen Capital, to discuss why intentionality is critical for culture. Show Notes: http://trustedleadershow.com/ Buy David's book "Trusted Leader": https://amzn.to/3luyqf1

IN THIS EPISODE, YOU'LL LEARN: 03:55 - Rayna debunks some of the myths on investing in small cap stocks. 05:24 - What are some common mistakes investors make when investing in small cap companies?08:28 - The benefits of including small cap companies in your portfolio. 09:19 - Rayna's investment criteria for finding great small and mid cap companies. 21:04 - How to determine if a company's growth is sustainable and persistent. 24:12 - The difference between small cap growth vs small cap value strategies. 30:06 - How small cap companies typically perform in high inflationary, low growth environments.38:15 - Why the multiple compression in small caps make them very attractive right now. 39:00 - What are some companies Rayna thinks have great potential right now? 42:13 - What is Rayna's valuation process for small cap companies? 45:42 - Rayna's conviction behind Five Below, Etsy, and Bumble. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out: Polen Capital.Related Episode: Small Cap Investing w/ Eric Cinnamond - TIP156.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One. Invest in high quality, cash flowing real estate without all of the hassle with Passive Investing.Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Take a position daily on potential price movements, and gain exposure while limiting risk with Interactive Brokers.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Enjoy a 400-calorie meal that contains 40g of expertly sourced, premium plant protein, all 26 essential vitamins and minerals, and a scientifically calibrated mix of carbs, good fats and fiber with Huel Black Edition. Plus, get a free t-shirt and free shaker with your first order.Have your money actively managed by some of the world's most iconic investment managers through the ARK Venture Fund, exclusively on Titan. Sign up today and you'll get a free $25 investment into another one of Titan's portfolios.Help protect your family's financial future with TD Term Life Insurance.Support our free podcast by supporting our sponsors. Connect with Polen Capital: Twitter |LinkedIn Connect with Rebecca: Twitter | InstagramSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ep. 103: Alabama Football shaped this global investment management firm executive who has led Polen Capital to earn “Best Place to Work” six years in a row. You will learn how to use storytelling to build trust in your organization and how to replace a culture of fear with one of continuous improvement. Visit https://donyaeger.com/corporate-competitor-podcast/episode-103/ for a free gift and today's show notes! Special thanks to Caitlin Wilkey and Dylan Tolley for making this episode possible.

Given rising interest rates, slower economic growth, and geopolitical tensions, it goes without saying that the current market climate is turbulent. As a result, many investors are left wondering how they can still achieve their financial goals. While there is no one silver bullet that can guarantee success in every situation, there are a number of strategies that investors can utilize in order to put themselves in a good position to meet their targets. In today's episode, Rusty and Robyn talk with Rayna Lesser Hannaway, Head of the Portfolio Manager & Analyst Team, Small Company Growth and Co-Chair of WISE (Women Inspiring Success & Engagement) ERG at Polen Capital Management. In her 26 years in the investment industry, Rayna has developed an investment philosophy that combines growth, quality, concentration, and long-term holding periods. Additionally, she believes that women can thrive in fund management. Thus, empowering and supporting them to succeed in the wealth and investment management arena. Rusty and Robyn talk with Rayna about how investors can meet their financial goals even when the markets are turbulent, what investment strategies they employ at Polen Capital, and Rayna's advice for investors during this time of market volatility. Key Takeaways [03:58] - Rayna's career background and investment experiences. [05:56] - How Polen Capital inspires women in investment management. [07:36] - How Polen Capital is performing in the current market environment. [09:53] - Four investment strategies that Rayna manages at Polen Capital. [13:52] - Rayna's advice for investors in today's volatile market. [15:09] - What Rayna looks for in a good research analyst and portfolio manager. [18:05] - Rayna's personal investment strategy. [19:53] - How Rayna maintains her mental and physical health. [21:56] - Rayna's book and podcast recommendations. Quotes [04:54] - "The most important thing I've learned over my career is that focusing on companies that are built to last is the best way to drive great long-term outcomes, especially in the small and mid-cap market." - Rayna Lesser Hannaway [06:31] - "There actually hasn't been that much progress that's been made in bringing more women and other underrepresented groups into research and portfolio management. And so, at WISE, we're really trying to build a strong community amongst the women and people that identify as women and make sure that we help them on their journey." - Rayna Lesser Hannaway [14:05] - "It's so easy to lose emotional discipline during a time like this. So, I think it's really important for investors to stay focused on the long term and stay focused on companies that can endure some of the obstacles that we're facing today." - Rayna Lesser Hannaway Links  Rayna Lesser Hannaway on LinkedIn High Hopes by Panic! at the Disco Polen Capital Fidelity Investments Golden Seeds Taneka Lawrence Jeff Mueller Jim Collins Great By Choice by Jim Collins Invest Like the Best with Patrick O'Shaughnessy The Knowledge Project with Shane Parrish Huberman Lab Podcast Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0861-OPS-5/18/2022

A false start with Nike, pumping the brakes on O'Reilly Auto Parts, and the stress of starting out as a deep value guy… …Polen Capital's growth guru Dan Davidowitz shares some early (and much more recent) mistakes from his investment career, and the lesson he's learned.

Equity markets have had a great run over the last decade and have provided investors with very strong returns. But now risk globally has risen due to the tragedy of events unfolding in Ukraine, increased Western countries' tensions with China, and the recent spike in inflation. In this episode of the podcast, Jeff Mueller, a former US Marine, and a co-portfolio manager of the Global Growth Fund at Polen Capital, shares how a concentrated portfolio of high-quality global companies can be a risk management tool and hedge against inflation. Discover the filters and “guardrails” that all investors should consider when shaping a portfolio capable of significant growth even within inflationary and unstable environments.

Polen Capital Focus Growth, 4th Quarter 2021 Letter by Damon Ficklin and Jeff Mueller Companies discussed: $AMZN $DOCU The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Polen Capital International Small Company Growth, 4th Quarter 2021 Letter by Rob Forker and Troy Renauld Companies discussed: $TPW.AX $AMP.MI $HSV.L $SCOTF $MYTE $GB0007689002.SG $MYTE $TMXXF $012510.KS $4431.T $KKKUF $CMPUY $THUPY The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Polen Capital U.S. Small Company Growth, 4th Quarter 2021 Letter by Rayna Lesser Hannaway Companies discussed: $BIGC $TRUP $DAVA $FOXF $RVLV $OLO $DCT $BIGC $SLP $APPF $WRBY $GSHD $PCTY $ETSY The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Polen Capital Emerging Markets Growth, 4th Quarter 2021 Letter by Damian Bird and Dafydd Lewis Companies discussed: $TME The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

The pandemic has pushed more and more of us online, but who is making the best use of these new technological tools? Citywire AA-rated Rayna Lesser Hannaway of Polen Capital believes small-caps are at the forefront of this change. On this latest episode of Future Thinking, Hannaway outlines how the internet has ‘democratised' previously uneven parts of the playing field, with smaller firms now able to contend with companies which have existed for hundreds of years. Hannaway, who runs three small-cap funds, looked at the digitalisation of different industries and how the pandemic has led to leaner, more efficiency-focused companies than ever before.

Show from 11/19/21Wharton Finance Professor Jeremy Siegel kicks off the show discussing the impact of the COVID surge in Europe, inflation, Fed tapering, and more. Then Host Jeremy Schwartz talks with a growth expert from Polen Capital about portfolio strategy. They discuss the importance of market valuation, evaluating the performance of individual companies, and exposure in the US vs globally.Guest:Damon Ficklin – Head of Team, Portfolio Manager & Analyst at Polen CapitalFor more on Polen Capital visit their website: https://www.polencapital.com/people/damon-ficklin For the latest, follow Polen Capital on Twitter: @PolenCapital Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

When Bitcoin is soaring to all-time highs...  And the stock market is more expensive than it's ever been... It's incredibly easy to get caught up in the mania... After all, everywhere you look, people are getting rich in stocks and crypto, and it's natural to want to get in on the action. But it's important to go about it the right way...  So, Dan invites Daniel Fields of Polen Capital, onto the show this week to talk about the world of high-growth stocks. Daniel is responsible for the day-to-day portfolio management and investment analysis for the international growth fund at Polen Capital. Before joining Polen Capital, he spent 8 years in Hong Kong, where he worked for GaveKal Capital and Marshall Wace, LLC as a research analyst evaluating Asian growth companies. Daniel uses his experience from his years abroad to identify fantastic businesses with high growth potential, that the average investor has never heard of... But perhaps even more importantly, he gives the listeners his insight into what to avoid when investing in high-growth stocks. He even shares the names of a handful of interesting companies from all over the world that he's very bullish on in the coming years.  Daniel brings plenty of expertise to the table and gives a ton of great practical advice for anyone thinking about allocating more growth stocks to their portfolio... 

When Bitcoin is soaring to all-time highs...  And the stock market is more expensive than it's ever been... It's incredibly easy to get caught up in the mania... After all, everywhere you look, people are getting rich in stocks and crypto, and it's natural to want to get in on the action. But it's important to go about it the right way...  So, Dan invites Daniel Fields of Polen Capital, onto the show this week to talk about the world of high-growth stocks. Daniel is responsible for the day-to-day portfolio management and investment analysis for the international growth fund at Polen Capital. Before joining Polen Capital, he spent 8 years in Hong Kong, where he worked for GaveKal Capital and Marshall Wace, LLC as a research analyst evaluating Asian growth companies. Daniel uses his experience from his years abroad to identify fantastic businesses with high growth potential, that the average investor has never heard of... But perhaps even more importantly, he gives the listeners his insight into what to avoid when investing in high-growth stocks. He even shares the names of a handful of interesting companies from all over the world that he's very bullish on in the coming years.  Daniel brings plenty of expertise to the table and gives a ton of great practical advice for anyone thinking about allocating more growth stocks to their portfolio... 

On today's Talk Your Book we spoke with Rob Forker of Polen Capital about investing in international small cap growth companies. Find complete shownotes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

Rayna Lesser Hannaway, portfolio manager and analyst at Polen Capital, joined the podcast this week to share her "flywheel" framework of analysis. Her team studies what factors help build upon each other to find small and midcap stocks that are on the right side of change. Lesser Hannaway provides a deep analysis on Globant (GLOB), Etsy (ETSY) and Trupanion (TRUP) as examples of companies that fit their model. For the video version, show notes and charts, visit investors.com/podcast.

ถามอีก กับคุณไก พงศ์สรร ยอดเมืองเจริญ, CFA, FRM Vice President, Product Management TMBAM Eastspring และ Mr. Jeff Mueller, Portfolio Manager of Global Growth Portfolio, Polen Capital

Brian Goldberg enjoys helping Polen Capital provide financial security and peace of mind for its many clients.  As General Counsel and Chief Compliance Officer of the Boca Raton, Florida-based investment management firm, Brian is responsible for leading the organization’s Legal and Compliance team and making sure that all activities of the company meet or exceed legal and regulatory standards.  Brian returned home to South Florida to join Polen Capital in 2014, following his time as an associate in a New York City law firm’s investment management practice.

The shift from COVID lockdown to COVID reopening has been stunning. Depending upon the stage of reopening economies around the world are rebounding. The markets’ response has been swift and dramatic particularly in the U.S. So what do you do if you are running a highly concentrated, large-cap growth fund? That is the challenge facing this week’s guest. Damon Ficklin is head of the Large Company Growth team at Polen Capital. In his first appearance on WEALTHTRACK I will begin with the basics. I will ask him to describe Polen’s high conviction, the low turnover strategy of focusing on the highest quality growth companies with margins of safety. What does that actually mean? WEALTHTRACK #1544 broadcast on April 30, 2021 More info: https://wealthtrack.com/focusing-on-highest-quality-growth-companies-with-margins-of-safety-pays-off-at-polen-capital-2/ --- Support this podcast: https://anchor.fm/wealthtrack/support

In episode 304, we welcome our guest, Damon Ficklin, Polen Capital’s head of the Large Company Growth Team and the lead portfolio manager of the firm’s Global Growth strategy.    In today’s episode, we’re talking high quality, concentrated growth investing.  Damon starts by describing his process for analyzing companies and the key metrics they look for when doing so. Then he covers the paradigm shift we’ve seen in the last year and how companies have adapted to the new norm. We talk about companies that have navigated the shift to e-commerce like Estee Lauder, and others that have transformed their business model like Adobe.   Be sure to listen until the end to hear why one of Damon’s most memorable investments is Invisalign, a stock that has soared in the past year.    All this and more in episode 304 with Polen Capital’s Damon Ficklin.