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Polen Capital

outside UBP Private markets

The Path to Compounding Is Not Without Obstacles

2022/04/22

Analysis of the current situation of Netflix, Meta and Mercado Libre, by Polen Capital, one of iM Global Partners.

Election and vaccine equity strategy: same style, still cautious

Which are Fund selector’s favourite US Large-Cap?

2021/12/03

On this occasion we have chosen to analyse the two US Large-Cap Equities in this month’s SharingAlpha data from different categories, Polen Capital Focus US Growth Fund and Robeco BP US Premium Equities.

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The Path to Compounding Is Not Without Obstacles