How Digital Transformation is creating New Investment Opportunities in Small Caps across the Globe

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A few questions advisors and allocators are asking in today's global equity environment are:

How is digital transformation creating new opportunities in small-cap companies, particularly during COVID-19? How have opportunities and risks in the small-cap segment evolved? Where are we finding the best opportunities both domestically and internationally?

In this webinar, Polen Capital's Tucker Walsh and Rob Forker will explain how their investment philosophy allows them to focus exclusively on the world's best companies. This focus on durable, high-quality companies enables them to uncover and invest in businesses that can survive and thrive in nearly any environment while also managing risk. The webinar will cover:

• Why broadening small-cap allocations to both the U.S. and internationally provides access to some of the world's best companies with compelling runways for profitable growth.
• How digital transformation has created new opportunities in areas like lifestyle brands (Yeti and Fox Factory) and IT consulting (Globant and Netcompany).
• Why feedback loops and the availability of a wide range of inputs are important to small-cap companies.
• What risks exist in the small-cap space as digital transformation accelerates, and how Polen Capital's investment philosophy addresses those risks.

The presenters will be available after the presentation to answer attendees' questions live.

Speakers

Jeffrey Seeley
Deputy CEO and Head of US Distribution
iM Global Partner

Jeffrey Seeley is Deputy CEO and Head of US Distribution at iM Global Partner. He has 22 years of experience in Asset Management. Mr. Seeley spent over 16 years building AMG Funds with his last four years as Head of US Distribution and Executive Committee member, where he developed customized distribution and service strategies for more than 20 affiliates of the company.He then served as Head of Distribution & Sales at BP Capital Fund Advisors and as Head of Distribution and Sales at Resource Securities (Ciii Capital Partners).

Tucker Walsh
Head of Team, Portfolio Manager & Analyst
Polen Capital

Tucker joined Polen Capital in 2017. He is head of the Small Company Growth Team and lead portfolio manager of the firm’s U.S. Small Company Growth strategy. Prior to joining Polen Capital, Tucker spent ten years as CEO and Head of Portfolio Management at Copper Rock Capital Partners and nine years as Managing Director and Head of Small Cap Growth Team at State Street Research. He also spent seven years working in research for Cowen & Co., Merrill Lynch & Co., Cowen Asset Management and Chilton Investment Company. Tucker received a B.A. in Economics from Washington and Lee University.

Rob Forker
Portfolio Manager & Analyst
Polen Capital

Rob joined Polen Capital in 2018. He is lead portfolio manager of the firm’s International Small Company Growth strategy. Prior to joining Polen Capital, he worked for ten years at Loomis, Sayles & Company with six of those years dedicated to the Global Opportunities Growth Fund as a Senior Equity Analyst and four years as an Equity Analyst in central research. Before business school, Rob worked at Bear Stearns and Lehman Brothers on the institutional trading desks. He received his B.A. and M.B.A. from the University of Virginia. Rob is a member of the Boston Economic Club.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.