The Polen Capital Focus U.S. Growth Fund is marketed outside the United States to institutional and professional investors and, where appropriate, properly accredited or high net worth investors. Any prospective investor must qualify below before accessing the marketing materials.
This strategy and all related funds are managed by Dan Davidowitz, Head of the Large Company Growth Team, Damon Ficklin, and Brandon Ladoff who identify and invest into mainly U.S.-centric large cap companies that meet Polen’s established investment philosophy and process, in place since 1989.
By entering this site, you confirm that you are an investor accessing the website on your own initiative without any solicitation to do so by Polen Capital or one of the funds described herein (each, a “Fund”) and that no law or regulation prohibits you from accessing the information on this website.
The Fund is not publicly offered to all investors in all jurisdictions. Certain share classes of the Fund described in the following pages are registered for sale only in Finland, France, Germany, Ireland, Italy, Norway, Singapore, Spain, Sweden, Switzerland and the United Kingdom. Further information is available in the prospectus, relevant country supplement and/or other Fund documents.
The information made accessible within this site is made available for informational purposes only and is published in good faith, but Polen Capital makes no representation or warranty, either expressed or implied, to the accuracy or completeness of the information, and it should not be relied on as such. Investors should read the information in the relevant KIID before deciding that an investment in a Fund is suitable to meet their needs. Investors should also read the information in the full Prospectus before investing.
The value of investments in the Fund and the income from them may fall as well as rise and investors may not get back the full value of capital invested. Returns will depend on market conditions, including variation in currency exchange rates and your personal tax circumstances. Past performance is not a reliable guide to future returns.
The Funds are within an umbrella type investment company with variable capital and segregated liability between funds incorporated under the laws of Ireland under registration number 522617. The Fund is authorised by the Central Bank of Ireland pursuant to the European Union (Undertakings for Collective Investment in Transferable Securities) Regulations 2011 and has its registered office at 4th Floor, One George’s Quay Plaza, George’s Quay, Dublin 2, Ireland.
If you contact us or provide any personal data through this website, you consent to us keeping a record of this information. We may use it to provide products or services that you request from us or which we feel may interest you. We may also use third party service providers to track details of visits to our site (including but not limited to traffic and location data) to improve our service to you. The data that we collect from you may be transferred to, and stored at, a location outside the European Economic Area and may be processed by third parties on our behalf.
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