Equities performed well in the fourth quarter and our top performers were Microsoft, Align Technology, and Facebook.
Dan Davidowitz, CFA
Co-Head of Team, Portfolio Manager & Analyst
“Our mission is to protect our clients’ assets first and then to grow those assets. We accomplish that task by limiting our investments to only the most financially superior and competitively advantaged businesses we can and nothing less.”
- 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: Co-head of the Large Company Growth Team and lead portfolio manager of the firm’s flagship Focus Growth strategy. He 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
- Special Interests: Enjoys cooking, running, working out, reading and spending time with family
Mr. Davidowitz joined Polen Capital in 2005. Mr. Davidowitz is co-head of the Large Company Growth Team and the lead portfolio manager of 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 M.B.A. 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) and a member of the CFA Institute and the CFA Society of South Florida.
Polen’s Dan Davidowitz discussing concentrated portfolios and holding periods with Bloomberg Business News
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