Mar 11, 2022
Equity markets have had a great run over the last decade and
have provided investors with very strong returns. But now risk
globally has risen due to the tragedy of events unfolding in
Ukraine, increased Western countries' tensions with China, and the
recent spike in inflation.
In this episode of the podcast, Jeff Mueller, a former US Marine,
and a co-portfolio manager of the Global Growth Fund at Polen
Capital, shares how a concentrated portfolio of high-quality global
companies can be a risk management tool and hedge against
inflation.
Discover the filters and “guardrails” that all investors should
consider when shaping a portfolio capable of significant growth
even within inflationary and unstable environments.