POLEN CAPITAL Overview

Polen Capital Management Llc is an investment advisor that manages 5.5 BN dollars in regulatory AUM and has 31 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 8BN in positions, representing 153% of the manager's regulatory AUM.

POLEN CAPITAL StockAlpha

+2%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

POLEN CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
V 8.2% Tech -8.25% -0.5% 1 26%
FB 7.06% Tech -10.03% -0.54% 0 37%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

POLEN CAPITAL Founders and Key Employees

Name Title In Position Since
Stanley C. Moss Chief Executive Officer July-2007
Daniel A. Davidowitz Chief Investment Officer And Portfolio Manager July-2007
Damon A. Ficklin Portfolio Manager And Analyst July-2007
John E. Gunther Relationship Manager October-2008
Ian S. Podbelski Relationship Manager July-2010
James T. Morris Research Analyst December-2012
Brian D. Goldberg Chief Compliance Officer October-2014

POLEN CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

POLEN CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Polen Focus Growth – Separately Managed and Wrap Accounts

We believe that earnings growth is the primary driver of long-term stock price appreciation. Accordingly, our efforts focus on identifying high quality large cap growth companies that are able to deliver sustainable above average growth in earnings. We invest in companies with growing earnings driven by solid franchises, strong balance sheets, experienced management teams and leading products/services. We hold the view that such companies not only have the potential to contribute above average returns to the portfolio, but also pose less risk, as their greater earnings stability can provide a “Margin of Safety” that should result in less volatility during declining markets.

Polen Global Growth – Separately Managed and Wrap Accounts

The investment objective is to preserve and grow our clients’ wealth over time. T...
Get the Full Report

POLEN CAPITAL Portfolio Concentration

POLEN CAPITAL Location

1825 NW CORPORATE BLVD.,
SUITE 300
BOCA RATON, Florida
UNITED STATES, 33431

POLEN CAPITAL Contact Information

Phone Number: 1-561-241-2425
Fax Number: 1-561-241-2710
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B