We believe that our investment approach is well-positioned to take advantage of the less efficient and relatively underfollowed market for small-cap companies outside the U.S.
Portfolio Manager & Analyst
“By thinking and investing like a business owner and taking a long-term investment approach, we believe we can preserve capital and provide stability across market cycles.”
- Joined Polen Capital: 2018
- Education: B.A. in Government from the University of Virginia and M.B.A. from the Darden School of Business at the University of Virginia
- Primary Responsibility: Is lead portfolio manager of the firm’s International Small Company 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: Spending time with family, skiing, and reading
Mr. Forker joined Polen Capital Management in 2018. He is the lead portfolio manager of the firm’s International Small Company Growth strategy. Prior to joining Polen Capital, he worked for 10 years at Loomis, Sayles & Company with six of those years dedicated to the Global Opportunities Growth Fund as a senior equity analyst and four years as an equity analyst in central research. Before business school, Mr. Forker worked at Bear Stearns and Lehman Brothers on the institutional trading desks. He received his B.A. and M.B.A. from the University of Virginia. Mr. Forker is a member of the Boston Economic Club.
Agility matters in a crisis because periods of disruption, by their definition, force change.
We will continue to seize opportunities where short-term noise allows us to identify and purchase what we think are great businesses with bright futures.
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