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Quality Growth Companies Pay Off

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Manage episode 291290029 series 1414536
Content provided by Consuelo Mack. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Consuelo Mack or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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/

--- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support
  continue reading

334 episodes

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Quality Growth Companies Pay Off

WEALTHTRACK

160 subscribers

published

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Manage episode 291290029 series 1414536
Content provided by Consuelo Mack. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Consuelo Mack or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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/

--- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support
  continue reading

334 episodes

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