MFOHome About Commentary Discussions Funds The Best Resources Support Us!

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Sign In Register

Categories

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

Q&A With Dan Davidowitz, Manager, Polen Growth Fund: (POLRX)

TedTed
in The Bullpen
FYI: Investors tend to equate high concentration with high risk. Yet, with just 20 holdings, the $2.7 billion Polen Growth fund (ticker: POLRX) has proven to be more resilient than most of its large-cap-growth peers during times of market strife. In 2018, for instance, the fund’s retail shares returned more than 7.5%, while the S & P 500 declined 4.4%.

The key, says lead manager Dan Davidowitz, is to set extremely high standards for stocks that make the cut, and hold on for as long as it makes sense. Over the past 30 years, the strategy on which the fund is based has owned just 120 stocks.
Regards,
Ted
https://www.barrons.com/articles/polen-growth-fund-buys-cash-rich-companies-and-holds-on-51548448425?mod=hp_DAY_1

M* Sanpshot POLRX:
https://www.morningstar.com/funds/xnas/polrx/quote.html

Lipper Snapshot POLRX:
https://www.marketwatch.com/investing/fund/polrx

POLRX Is Unranked In The (LCG) Fund Category By U.S. News & World Report:
https://money.usnews.com/funds/mutual-funds/large-growth/polen-growth-fund/polrx:

Sign In or Register to comment.