We believe aligning with the most competitively advantaged businesses for the long term, through crises, is the best way to not only generate positive returns but also to preserve capital during tough times.
Portfolio Manager & Director of Research
“Most people and businesses have the motivation of wanting to succeed. But the best of the best need a motivation that goes beyond succeeding.”
- Joined Polen Capital: 2013
- Education: B.S. in Accounting (Summa Cum Laude) from University of Florida, Certificate in Business Policy at the Wharton School of Business and J.D. (Cum Laude) from University of Pennsylvania Law School.
- Primary Responsibility: Is a co-portfolio manager of the Focus Growth strategy and is responsible for decision-making, including working closely with the investment team to maintain Polen Capital’s investment philosophy. As Director of Research, Mr. Ladoff is responsible for managing the team’s research analysts and executing the investment process. He also works as an analyst, identifying and researching investments for the strategy.
- Special Interests: Enjoys spending time with his wife and two daughters, running and warm weather
Mr. Ladoff joined Polen Capital in 2013. Mr. Ladoff is co-portfolio manager of the Focus Growth strategy. 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.
We prefer to have an allocation to “safety” businesses that we believe will be significantly less impacted during periods of economic stress. These companies often provide ballast during market drawdowns.
Equities performed well in the fourth quarter and our top performers were Microsoft, Align Technology, and Facebook.
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