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Polen Capital Investment Funds Plc - Polen Capital Focus U.s. Growth Fund A Class (retail) (0P00013FV7)

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37.190 +0.260    +0.70%
20/12 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2.24B
Type:  Fund
Market:  Ireland
Issuer:  Polen Capital Management, LLC
ISIN:  IE00BGK04N24 
Asset Class:  Equity
Polen Capital Investment Funds plc - Polen Capital 37.190 +0.260 +0.70%

0P00013FV7 Overview

 
On this page you'll find an in-depth profile of Polen Capital Investment Funds Plc - Polen Capital Focus U.s. Growth Fund A Class (retail). Learn about the key management, total assets, investment strategy and contact information of 0P00013FV7 among other information.
Category

US Large-Cap Growth Equity

Total Assets

2.24B

Expenses

1.56%

Inception Date

Mar 10, 2014

Investment Strategy

The investment objective of the fund is to seek long-term growth of capital. The Fund seeks to achieve its investment objective by investing typically in a focused portfolio of high quality common stocks of large capitalization companies (market capitalisations greater than $10 billion at time of purchase) which are listed or traded on Recognised Exchanges in the United States of America and which, in the view of the Investment Manager, have a sustainable competitive advantage.

Contact Information

Address 1825 NW Corporate Blvd., Suite 300
Boca Raton,FL 33431
United States
Phone 561-241-2425
Fax 561-246-3011

Top Executives

Name Title Since Until
Brandon Ladoff Director 2019 Now
Biography Brandon Ladoff is Head of Sustainable Investing, Portfolio Manager & Analyst at Polen. Prior to joining Polen Capital, Mr. Ladoff spent over four years as a corporate lawyer at Willkie Farr & Gallagher LLP. Prior to that, he spent a year as a Tax Associate at PricewaterhouseCoopers LLP. Mr. Ladoff received his B.S. in Accounting from the University of Florida, where he graduated summa cum laude. He also completed a Certificate in Business Policy at the Wharton School of Business and earned a J.D. from the University of Pennsylvania Law School, where he graduated cum laude.
Daniel Davidowitz Research Analyst 2013 Now
Biography Dan Davidowitz, CFA, Co-Head of Team, Portfolio Manager and Analyst, is lead portfolio manager for the Focus Growth strategy and a member of the investment team at Polen Capital. He joined Polen Capital in 2005 after spending five years as Vice President and Research Analyst at Osprey Partners Investment Management. Before joining Osprey Partners, he spent 1 year as a Research Analyst at Value Line, Inc. and 5 years in the health care sector (various analytical positions) at Memorial Sloan-Kettering Cancer Center.
Damon A. Ficklin Head of Team, Portfolio Manager & Analyst 2013 2019
Biography Mr. Ficklin joined Polen Capital in 2003. Mr. Ficklin is co-head of the Large Company Growth Team and the lead portfolio manager of the firm’s Global Growth strategy. From 2012 through June 30, 2019, Damon Ficklin was a co-portfolio manager on the Focus Growth strategy. Prior to joining Polen Capital, Mr. Ficklin spent one year working as an equity analyst with Morningstar and four years as a tax consultant to Fortune 500 companies with Price Waterhouse. Mr. Ficklin graduated magna cum laude from the University of South Florida with a B.S. in Accounting, earned a M.S. in Accounting from Appalachian State University, and earned an M.B.A. with high honors from The University of Chicago Booth School of Business. He serves on the Investment Committee to the Board of the Make-A-Wish Foundation of Southern Florida.
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