Joined by Portfolio Managers Damon Ficklin of the Polen Capital Global Growth Fund and Rob Forker of the Polen Capital Global Small and Mid Cap Fund, we explored how Polen Capital has navigated the challenge of investing in a high inflation and rapid rising interest rate macro backdrop which was a tough environment for global growth investing. Align Technology, Visa, FirstService and Tyler Technologies were used as examples of the investment process in action and are companies delivering double-digit revenue growth.
You can learn more about the Polen Capital funds here: Learn More about Global Growth Learn More about Global Small Caps