Investment Opportunities in a Changing Military Landscape (Mawer IM)
In this episode, Mawer IM discusses the defense industry's evolution with equity analyst Joshua Samuel. He…
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Quarterly Style Monitor: Q1 2025 (Morningstar Indexes)
This is the latest installment of the Morningstar Quarterly Style Monitor, which is designed to help investors…
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Webinar Replay: Q1 Fireside Chat with Large Company Growth (Polen Capital)
This quarter-end update discusses factors that impacted the Focus Growth Portfolio and what our portfolio managers…
Hong Kong and China Equities: Has the Tide Turned? (Polen Capital)
With China’s equity markets trading at historic valuation discounts to the U.S. equity markets and recently…
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