Financial Newswire Profiles Polen’s Equity Investment Approach
If companies were apples, Polen’s investment team avoids those with blemishes in pursuit of perfection
Article Highlights
Financial Newswire spoke to Damon Ficklin, portfolio manager and head of Polen’s Large Company Growth Team, about Polen’s equity investment philosophy. Damon explains how Polen’s disciplined guardrails are designed to bear fruit for investors.
Read the full Financial Newswire article here
- Polen’s long-term holding strategy is underpinned by a belief that short-term fluctuations may not reflect the true value of the underlying business
- Strong research is fundamental to the Polen process, as well as the guardrails the firm then applies to select portfolio companies. These include a sustained return on earnings of above 20%, solid balance sheets, stable or growing profit margins, and abundant free cash flow.
- Damon pointed to investments in Microsoft, Alphabet, and Adobe as giving exposure to artificial intelligence via companies with proven track records, good strategies, and solid balance sheets.
Important Disclosures
Please note that this page is a condensed summary of the full interview conducted by Financial Newswire.
This information is provided for illustrative purposes only. Opinions and views expressed constitute the judgment of Polen Capital as of October 2023 and may involve a number of assumptions and estimates which are not guaranteed and are subject to change without notice or update. Although the information and any opinions or views given have been obtained from or based on sources believed to be reliable, no warranty or representation is made as to their correctness, completeness, or accuracy. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice, including any forward-looking estimates or statements which are based on certain expectations and assumptions. The views and strategies described may not be suitable for all clients. This document does not identify all the risks (direct or indirect) or other considerations which might be material to you when entering any financial transaction. Past performance does not guarantee future results and profitable results cannot be guaranteed.
