Where a Top Manager Finds Value Outside the U.S.

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About This Episode

Investors are taught that highly concentrated portfolios mean taking on more risk, but that is not always the case. In some cases, the perceived risk of holding a concentrated portfolio can be offset by owning high-quality investments. By owning a concentrated portfolio containing only the highest quality companies, investors can take meaningfully less risk than the market while generating greater long-term performance.

About Our Guest

My guest today is Todd Morris, Portfolio Manager for Polen Capital’s International Growth Strategy. Polen Capital is an $80 billion asset manager based in Boca Raton with offices in Boston and London, which invests in high-quality growth equities across market capitalizations and geographies.

Show Notes

Here is a link to the strategy page on Polen Capital’s site. Here is a link to a recent commentary on Polen’s international growth strategy.