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Polen Capital

Silver Linings: Companies with a Playbook for Tough Times

Silver Linings- Companies with a Playbook for Tough Times

A common general impression is that small-cap companies are of lower quality. It’s a well-founded assumption if you look at the Russell 2000 Growth Index. Fifty percent of those businesses are not generating free cash flow (FCF). The index tends to be highly levered, and the return on invested capital ...

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