In the fourth quarter, the Portfolio outperformed the Index and our holdings in the information technology, consumer discretionary, and health care sectors contributed most to Portfolio returns.
Daniel Fields, CFA
Portfolio Manager & Analyst
“Our mission is to preserve and grow client assets to protect their present and enable their future.”
- Joined Polen Capital: 2017
- Education: B.S. in Finance from the University of Idaho and M.S. in Global Finance from the NYU Stern School of Business and HKUST Business School
- Primary Responsibility: Is a co-portfolio manager of the International Growth strategy and is responsible for decision-making, including working closely with the investment team to maintain Polen Capital’s investment philosophy while investing around the world. He also works as an analyst, identifying and researching investments for the strategy
- Special Interests: Traveling, running, reading, rock-climbing and spending time with his family
Mr. Fields joined Polen Capital in 2017. Mr. Fields is co-portfolio manager of the International Growth strategy. Prior to joining Polen Capital, Mr. Fields spent eight years in Hong Kong where he worked for GaveKal Capital and Marshall Wace LLP as a research analyst evaluating Asian growth companies. He began his career at Fisher Investments as a junior analyst analyzing emerging markets companies. Mr. Fields received a B.S. in Finance from the University of Idaho and a M.S. in Global Finance from the NYU Stern School of Business and HKUST Business School. Mr. Fields is a CFA® charterholder.
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