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Polen Growth Investor
43.93
+0.17
+0.39%
POLRX概述
本页面提供Polen Growth Fund Investor Class的详细介绍，帮助您了解POLRX的高管、总资产、投资策略和联系方式等信息。
联络信息
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Damon A. Ficklin | Head of Team, Portfolio Manager & Analyst | 2024 | now |
| 背景介紹 | 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. | ||
| Brandon Ladoff | Director | 2019 | now |
| 背景介紹 | 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 | 2010 | now |
| 背景介紹 | 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 | 2012 | 2019 |
| 背景介紹 | 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. | ||
| David M. Polen | CEO | 2010 | 2012 |
| 背景介紹 | David Polen, Chief Executive Officer, Chief Investment Officer and Portfolio Manager, is a member of the investment team at PCM. Mr. Polen founded PCM in 1979 and developed PCM’s proprietary Systematic Valuation Discipline (the “SVD”). The SVD is used to manage the Fund and has been used to manage PCM’s separately managed accounts for more than 22 years. Mr. Polen holds a B.A. from Brooklyn College of the City University of New York and more than forty years of experience in the investment business. | ||
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