Portfolio Manager & Analyst
“Our mission is to preserve and grow client assets to protect their present and enable their future.”
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.
Quality companies, in our view, are well capitalized, profitable, and generate better-than-average returns on capital. We think owning a Portfolio of such businesses allows us to ride out the occasional storm.
Our active approach to international markets employs Polen Capital’s time-tested guardrails, which steer us clear of investments in highly cyclical corners of the market, like banking and energy.
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.