Re-opening trades, vaccines, and interest rates are all very interesting. But, in our experience, long-term investment returns are driven by sustainable earnings growth.
Dan Davidowitz, CFA
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: Is lead portfolio manager of the firm’s flagship Focus Growth strategy and is responsible for decision-making, including working closely with the investment team to maintain Polen Capital’s investment philosophy while investing across the U.S. 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 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 and a member of the CFA Institute and the CFA Society of South Florida.
We let our business-focused research guide our investment decisions, armed with our belief that business performance drives share prices over the long-term.
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