The shift from COVID lockdown to COVID reopening has been stunning. Depending upon the stage of reopening economies around the world are rebounding.
The markets’ response has been swift and dramatic particularly in the U.S.
So what do you do if you are running a highly concentrated, large-cap growth fund? That is the challenge facing this week’s guest.
Damon Ficklin is head of the Large Company Growth team at Polen Capital.
In his first appearance on WEALTHTRACK I will begin with the basics. I will ask him to describe Polen’s high conviction, the low turnover strategy of focusing on the highest quality growth companies with margins of safety. What does that actually mean?
WEALTHTRACK #1544 broadcast on April 30, 2021
More info: https://wealthtrack.com/focusing-on-highest-quality-growth-companies-with-margins-of-safety-pays-off-at-polen-capital-2/