In this letter to shareholders, the team at Polen Capital shares their thoughts on AI. Despite all the hype, the Polen team has a constructive long-term outlook on AI’s transformative potential but advocates a patient, globally diversified, and active investment approach focused on quality companies, while being mindful of uncertainty and volatility along the way.
Polen Capital covers the factors that impacted portfolio in Q1 2024. They shares thoughts on top portfolio contributors and detractors.
In their latest white paper, Polen Capital zooms in on investing in global companies. Here they specifically look at Dutch ASML, French LVMH, Argentinian Mercado Libre and Australian CSL Plasma.
One of the industries that has seen some headwinds lately is the payments industry. Dan Davidowitz from Poland Capitol zooms in on payments and looks at the dominance of Visa and MasterCard and whether their duopoly can be disrupted.
Poland Capital gives their assessment of e-commerce after the major fluctuations in the industry during the corona pandemic.
