In the fourth quarter, balance sheets were sound and our portfolio metrics compared favorably to the Russell 2000 Growth universe.
Head of Team, 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.A. in Economics from Washington and Lee University.
- Primary Responsibility: Is Head of Investment Team, co-portfolio manager of the U.S. Small Company Growth strategy, and responsible for leading the firm’s Boston office as well as investment decision-making, including working closely with the investment team to maintain Polen’s investment philosophy. He also works as an analyst, identifying and researching investments for the strategy.
- Special Interests: Traveling, reading, coaching, playing tennis and spending time with family.
Mr. Walsh joined Polen Capital in 2017. Mr. Walsh leads the Small Company Growth Team and is the lead portfolio manager of the U.S. Small Company Growth strategy. Prior to joining Polen Capital, Mr. Walsh spent ten years as CEO and Head of Portfolio Management at Copper Rock Capital Partners and nine years as Managing Director and Head of Small Cap Growth Team at State Street Research. He also spent seven years working in research for Cowen & Co., Merrill Lynch & Co., Cowen Asset Management and Chilton Investment Company. Mr. Walsh received a B.A. in Economics from Washington and Lee University.
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