Webinar: A Conversation with Polen Capital Portfolio Managers

A discussion about new MWP offerings with Damon Ficklin, Head of Large Company Growth Team & Portfolio Manager, and Whitney Young Crawford, Portfolio Manager & Analyst, Small Company Growth Team

In this webinar replay, Polen Capital panelists discuss: 

  • 1:00 - Benefits of MWP
  • 4:56 - Overview of Polen Capital
  • 12:49 - Large Company Growth: Team, Philosophy, Process
  • 25:00 - Small Company Growth: Team, Philosophy, Process
  • 36:19 - LCG: Perspective on Amazon
  • 40:17 - SCG Example: Pool Corp
  • 42:54 - Portfolio Impacts of Generative AI
  • 48:47 - Long-Term Investment Mindset
  • 53:22 - Strategy Outlook

Read the Focus Growth Commentary 

Read the Global SMID Company Growth Commentary

Important Disclosures

This presentation has been prepared by Polen Capital without taking into account individual objectives, financial situations or needs. As such, this presentation is for informational purposes only and is not to be relied on as, legal, tax, business, investment, accounting, or any other advice. Recipients of this presentation should seek their own independent financial advice. Investing involves inherent risks, and any particular investment is not suitable for all investors; there is always a risk of losing part or all of your invested capital.

No statement herein should be interpreted as an offer to sell or the solicitation of an offer to buy any security (including, but not limited to, any investment vehicle or separate account managed by Polen Capital). This presentation is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. 

Unless otherwise stated in this presentation, the statements herein are made as of the date of this presentation, and the delivery of this presentation at any time thereafter will not create any implication that the statements are made as of any subsequent date. Certain information contained herein is derived from third parties beyond Polen Capital's control or verification and involves significant elements of subjective judgment and analysis. While efforts have been made to ensure the quality and reliability of the information herein, there may be limitations, inaccuracies, or new developments that could impact the accuracy of such information. Therefore, this presentation is not guaranteed to be accurate or timely and does not claim to be complete. Polen Capital reserves the right to supplement or amend this content at any time but has no obligation to provide the recipient with any supplemental, amended, replacement or additional information.

Any statements made by Polen Capital regarding future events or expectations are forward-looking statements and are based on current assumptions and expectations. Such statements involve inherent risks and uncertainties and are not a reliable indicator of future performance. Actual results may differ materially from those expressed or implied.

There is no assurance that any securities discussed herein are currently held in a Polen Capital portfolio nor that they are representative of the entire portfolio in which they are or were held. It should not be assumed that any transactions related to the securities discussed herein were (or will prove to be) profitable or that any future transactions will equal the investment performance of the securities discussed herein. 

Past performance is not indicative of future results.

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