"Our mission is to preserve and grow client assets to protect their present and enable their future."


Dan Davidowitz, CFAHead of the Large Company Growth Team & Portfolio Manager

Joined Polen Capital: 2005

Education: B.S. with high honors in Public Health from Rutgers University and M.B.A. from City University of New York, Baruch College Zicklin School of Business.

Primary Responsibility: As Head of the Large Company Growth Team and Co-Portfolio Manager of the firm’s flagship Focus Growth Portfolio, Dan is responsible for leading the investment team, maintaining the firm’s investment philosophy and for managing client assets. He also works as an analyst, identifying and researching investments for the strategy.

Designations: CFA charterholder

Special Interests: Enjoys cooking, running, working out, reading and spending time with family

Biography: Mr. Davidowitz joined Polen Capital in 2005. Mr. Davidowitz leads the investment team and is the lead Portfolio Manager on the firm’s flagship Focus Growth strategy. Prior to joining Polen Capital, Mr. Davidowitz spent five years as Vice President and Research Analyst at Osprey Partners Investment Management. Before joining Osprey Partners, Mr. Davidowitz spent one year as a Research Analyst at Value Line, Inc. and five years in the health care sector holding various analytical positions at Memorial Sloan-Kettering Cancer Center. Mr. Davidowitz received his B.S. with high honors in Public Health from Rutgers University and earned his MBA from the City University of New York, Baruch College Zicklin School of Business. Mr. Davidowitz is a CFA charterholder. He is a board member of the American Association of Caregiving Youth (AACY), a member of the CFA Institute and the CFA Society of South Florida.


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