We remain confident that the Portfolio owns a collection of competitively advantaged companies that are well-positioned to structurally grow their businesses over the next decade.
Dafydd Lewis, CFA
Portfolio Manager & Analyst
“Our mission is to preserve and grow client assets to protect their present and enable their future.”
- Joined Polen Capital: 2021
- Education: BSc (Hons) in Economics from the University of Bath
- Primary Responsibility: Is a co-portfolio manager of the Emerging Markets Growth strategy and is responsible for decision-making, including working closely with the investment team to maintain Polen Capital’s investment philosophy.
- Special Interests: Spending time with the family, playing golf and watching rugby
Mr. Lewis joined Polen Capital in 2021. He is co-portfolio manager of the firm’s Global Emerging Markets Growth strategy. Prior to joining Polen Capital, Mr. Lewis was an Emerging Market Portfolio Manager at LGM Investments, overseeing the firm’s Frontier Markets strategy and being a member of the Investment Leadership team. Mr. Lewis began his career at HSBC in 2003 and has been involved in Emerging Markets investing since 2005. He earned his BSc (Hons) in Economics from the University of Bath. Mr. Lewis is a CFA® charterholder.
We are extremely pleased with the underlying business performance of our Portfolio companies in 2020, and we feel increasingly positive about their 2021 outlook.
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