Polen Capital · quarter digest
What Polen Capital did in Q3 2024
Polen Capital Management filed 0 moves in Q3 2024: 0 new, 0 add, 0 trim, 0 exit.
13F filed 2024-11-14. Manager quality score: q8. Philosophy: Concentrated quality growth. 20-30 names only. Hold forever.
No moves recorded for Polen Capital in Q3 2024. Either the archive doesn’t cover this filing, or the manager was inactive this quarter.
Current top holdings
Polen Capital’s book, latest snapshot
Other quarters for Polen Capital
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
Deep dive
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
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Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
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