Polen Capital Slide 1

Investing in Great Global Businessesfor the Long-Term

Polen Growth Fund (U.S. Mutual Fund)

The Polen Growth Fund seeks to achieve long-term growth of capital with an active Investment Process that relies on in-depth research to uncover competitively-advantaged companies that meet our Investment Criteria.

The Polen Growth Fund, managed by Dan Davidowitz, Damon Ficklin, and Brandon Ladoff in a similar manner to our Focus Growth SMA, invests in a focused portfolio of Large Cap U.S. companies that have sustainable competitive advantages and are less likely to ebb and flow with market events.

We believe that we have a sustainable competitive advantage in our investment approach, driven by our concentration, long-term orientation and discipline.

Dan Davidowitz   |   Head of the Large Company Growth Team & Portfolio Manager

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