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Le Fonds a pour objectif de placement de réaliser des rendements supérieurs à long terme en misant sur la croissance du capital. Pour ce faire, il investit principalement dans des actions de sociétés américaines à grande capitalisation.
Nom | Titre | Depuis | Jusqu’à |
---|---|---|---|
Daniel Davidowitz | Research Analyst | 2014 | Maintenant |
Biographie | 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. Before joining Osprey Partners, he spent 1 year as a Research Analyst at Value Line, Inc. and 5 years in the health care sector (various analytical positions) at Memorial Sloan-Kettering Cancer Center. | ||
Gregory J. Woodhams | CIO (Chief Investment Officer) | 2008 | 2013 |
Biographie | As co-CIO, Greg oversees the investment professionals who manage the firm's global growth equity portfolios. He also is a member of the firm's Investment Oversight and AssetAllocation Committees. As Senior Portfolio Manager, Greg co-manages the U.S. Large Cap Growth and U.S. Sustainable Large Cap Core strategies. He has been a member of that team since joining the firm in 1997. Previously, Greg was a vice president and director of equity research at Texas Commerce Bank. Prior to that, he was a vice president at Compass Bank and an assistant vice president at Republic Bank. |
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