4Q2020 – Focus Growth Commentary
We let our business-focused research guide our investment decisions, armed with our belief that business performance drives share prices over the long-term.
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.”
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 let our business-focused research guide our investment decisions, armed with our belief that business performance drives share prices over the long-term.
Our research takes us to where we think we have the best combination of financial superiority, competitive strength, growth opportunity and valuation.
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.