WrapManager's Wealth Management Blog
When life changes, we can help you thoughtfully respond.

The Findings of Polen Capital's “10,000 Portfolios Project”

Posted by WrapManager's Investment Policy Committee

November 22, 2016

Have you ever wondered whether your portfolio was optimally allocated or not? Or, in other words, do you ever sit back and think: “is there a better way I could have invested my portfolio over the last 20 years?” With the benefit of hindsight, we know that there is almost always a “better way” we could have invested.

But unfortunately we do not have the benefit of hindsight with investing! We can only take the information we have available and make what we think are the best decisions possible for our long-term goals.

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Portfolio Strategy Polen Capital Management

Polen Capital Reports 2Q 2016 Performance

August 23, 2016
We have a clear investment discipline and a clear compass... After delivering a strong first quarter performance, Polen Capital ... [+] Read More

Polen Capital Management - Ongoing Fundamental Strength

April 26, 2016
Polen Capital Management's Focus Growth Portfolio continues to deliver solid double‐digit earnings per share growth, which is quite ... [+] Read More

Polen Capital Management - Outperforming the Indices

March 2, 2016
Polen Capital Management's Focus Growth Portfolio was able to outperform the market again in 2015. Read their quarterly commentary to ... [+] Read More