During their recent interview with Value Investor Insight, Damon Ficklin and Jeff Mueller from Polen Capital discussed their five guardrails for finding the best opportunities. Here’s an excerpt from the interview: Jeff Mueller: The guardrails are the first step in our process and have been in place since David Polen … Read More
Polen Capital: The Benefits Of Concentrated Investing In Quality Small Caps
Here’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 Between Quality, Diversification, and Risk While we recognize that diversification should be part of constructing an investment portfolio, our primary goal is to be … Read More