Listen to Large Company Growth portfolio managers Dan Davidowitz and Jeff Mueller’s discussion with Columbia Business School.
Portfolio Manager & Analyst
“Our mission is to preserve and grow client assets to protect their present and enable their future.”
- Joined Polen Capital: 2013
- Education: B.A. in Business Administration & Communication from Trinity University in San Antonio and M.B.A. (honors and distinction) from Columbia Business School
- Primary Responsibility: As co-portfolio manager of the firm’s Global Growth Portfolio 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: Involvement with the Pat Tillman Foundation, assisting transitioning veterans, reading and spending time with his wife, daughter, and son.
Mr. Mueller joined Polen Capital in 2013. Mr. Mueller is co-portfolio manager of the Global Growth strategy. Prior to joining Polen Capital, Mr. Mueller spent 10 years in the U.S. Marine Corps, during which he flew over 250 combat missions in F/A-18s. Mr. Mueller received his B.A. in Communications and Business Administration from Trinity University in San Antonio where he was Captain of the Men’s Tennis Team, an All American and NCAA Champion. Mr. Mueller is a Tillman Scholar and earned his M.B.A. from Columbia Business School where he was a graduate of the Value Investing Program. He graduated from Columbia with honors and distinction.
Since inception, and for the more than 30 years that we have been executing our investment discipline, we have consistently captured less of the market’s downside during difficult times.
In the fourth quarter, markets were strong with stock selections driving the majority of returns.
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