General Investing >> Money Manager Interviews >> July 29, 2016
Producing Superior Returns with the Best of the Best
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
Damon Ficklin is Portfolio Manager and Analyst of Polen Capital. Mr. Ficklin joined Polen Capital in 2003. Mr. Ficklin is Co-Portfolio Manager and Research Analyst on the firm’s flagship Focus Growth Strategy. Prior to joining Polen Capital, Mr. Ficklin spent one year working as an equity analyst with Morningstar and four years as a tax consultant to Fortune 500 companies with Price Waterhouse. Mr. Ficklin graduated magna cum laude from the University of South Florida with a B.S. in accounting, earned an MSA from Appalachian State University and earned an M.B.A. with high honors from The University of Chicago Booth School of Business. He serves on the investment committee to the board of the Make-A-Wish Foundation of Southern Florida. Mr. Ficklin is also a certified public accountant — CPA. Profile
TWST: Why don't we just start at the beginning?
Mr. Davidowitz: I'll start with the philosophy, and I'll let Damon cover the process. We've been doing this for a