General Investing >> Money Manager Interviews >> February 8, 2010

Growth Stock Investing With A Margin Of Safety – David Polen & Daniel A. Davidowitz – Polen Capital Management

Davidowitz, Dan
Dan Davidowitz is CIO and Portfolio Manager of Polen Capital. Mr. Davidowitz joined Polen Capital in 2005. Mr. Davidowitz leads the Investment Team and is the lead Portfolio Manager on the firm’s flagship Focus Growth Strategy. Prior to joining Polen Capital, Mr. Davidowitz spent five years as Vice President and Research Analyst at Osprey Partners Investment Management. Before joining Osprey Partners, Mr. Davidowitz spent one year as a research analyst at Value Line, Inc., and five years in the health care sector holding various analytical positions at Memorial Sloan-Kettering Cancer Center. Mr. Davidowitz received his B.S. with high honors in public health from Rutgers University and earned his MBA from the City University of New York, Baruch College Zicklin School of Business. Mr. Davidowitz is a CFA charterholder. He is a board member of the American Association of Caregiving Youth, or AACY; and a member of the CFA Institute and the CFA Society of South Florida. Profile
TWST: Would one of you like to tell us about Polen Capital Management and your investment philosophy?

Mr. Polen: Polen Capital Management is an investment management firm. We have been managing a