2700 N. Military Trail
Suite 230
Boca Raton, FL 33431
Google Maps
Contact
Main Phone: 800-358-1887
Web Site:
Mutual Fund Brand(s)
Polen
Research Links
|
|
Background:
|
On February 1, 2022, Polen Capital closed on its planned acquisition of DDJ Capital Management, bringing Polen into the high yield investing business.
The late David Polen founded his eponymous firm in 1979 in New York City. The firm remains primarily employee-owned, though its headquarters has since moved to the Sunshine State. They also have offices in Boston and London.
In 2015, iM Global Partner, a European firm that invests in asset managers and helps with distribution, acquired a minority stake in Polen.
Investment Philosophy
A disciplined, bottom-up, concentrated U.S. equity investment manager. The firm now has four main investment teams (which they call "autonomous investment franchises): large cap growth, small cap growth, emerging markets growth, and high yield.
Products
The firm launched its first mutual fund -- the Polen Growth Fund -- in September 2010. They launched their first UCITs fund in 2013 and their first CIT in 2016.
|
|
Sponsored Opportunities
|
|
Key People:
|
Stan Moss
CEO, Polen Capital | Kevin Dolsen
Head of Distribution, Polen Capital | Mike Guarasci
Chief Operating Officer, Polen Capital | Brian Goldberg
CCO, Polen Capital |
|
|
Get MFWire Alerts
Raw XML
