WebSep 15, 2010. 11.72. 11.7%. Dan Davidowitz, CFA, Co-Head of Team, Portfolio Manager and Analyst, is lead portfolio manager for the Focus Growth strategy and a member of the investment team at Polen Capital. He joined Polen Capital in 2005 after spending five years as Vice President and Research Analyst at Osprey Partners Investment Management. WebMid-growth funds invest in stocks medium-sized companies that are projected to grow faster than other mid-cap stocks. The market capitalization range for U.S. mid-caps typically falls between $1 ...
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WebMar 31, 2024 · Actual after-tax returns depend on your tax situation and are not relevant if you hold shares through tax-deferred arrangements such as IRAs or 401 (k) plans. Close tooltip. Polen Growth Fund Investor Class. -39.92%. -0.99%. 7.23%. 10.85%. WebPolen Focus Growth CIT. Ranked 296 out of 400 in Large Growth over 12 months. All calculations are in USD unless stated. The Fund seeks long term capital appreciation. … hawks nest trail
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WebMar 31, 2024 · As of 10/31/2024. Net Expense Ratio. 0.58%. Net expense ratio, if applicable, reflects the contractual waiver of a portion of the Advisor’s fee and/or reimbursement of a portion of the Fund’s operating expenses. This waiver and/or reimbursement extends through a particular date, as specified in the Fund’s current … WebSep 27, 2016 · Polen Capital has approximately $10 billion in assets under advisement as of August 31, 2016, with strategies focusing on large cap growth equity securities. WebApr 6, 2024 · Polen Capital is a global investment manager delivering active equity and high yield strategies to a wide range of clients. We build high-conviction portfolios that we … boston to phx flight status