Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class (Institutional)

Category Other Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£26.29

arrow-down£-0.10 (-0.38%)

Fund Code

POCFH

B7WMPB8

IE00B7WMPB80

Prices updated as at 09 May 2025
|
Prices in GBP
Investment objective
The investment objective of the fund is to seek long-term growth of capital. The Fund seeks to achieve its investment objective by investing typically in a focused portfolio of high quality common stocks of large capitalization companies (market capitalisations greater than $10 billion at time of purchase) which are listed or traded on Recognised Exchanges in the United States of America and which, in the view of the Investment Manager, have a sustainable competitive advantage.
Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
Company name
Polen Capital Management, LLC
Fund launch date
08 Mar 2013
Domicile
Ireland
UCITS
Yes
Fund manager
Daniel Davidowitz
Manager start date
08 Mar 2013
Fund manager biography
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.
Fund manager
Brandon Ladoff
Manager start date
01 Jan 2019
Fund manager biography
Brandon Ladoff is Head of Sustainable Investing, Portfolio Manager & Analyst at Polen. Prior to joining Polen Capital, Mr. Ladoff spent over four years as a corporate lawyer at Willkie Farr & Gallagher LLP. Prior to that, he spent a year as a Tax Associate at PricewaterhouseCoopers LLP. Mr. Ladoff received his B.S. in Accounting from the University of Florida, where he graduated summa cum laude. He also completed a Certificate in Business Policy at the Wharton School of Business and earned a J.D. from the University of Pennsylvania Law School, where he graduated cum laude.
Head office
Polen Capital Management, LLC
1825 NW Corporate Blvd., Suite 300
Boca Raton
United States
33431
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