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, low turnover strategy of focusing on the highest quality growth companies with margins of safety. What does that actually mean?

WEALTHTRACK Episode #1744; Originally Broadcast on April 30, 2021

Listen to the audio-only version here:

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Explore This Episode

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DAMON FICKLIN

• Lead Portfolio Manager,
• Polen Global Growth Fund

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ACTION POINT

REVIEW YOUR PORTFOLIO FOR SOME REBALANCING OPPORTUNITIES

• Recent Market Rotation From Growth to Cyclicals Has Been Stunning
• Evidence Mounting of a Powerful Global Economic Rebound From Covid
• Many Former Unloved Cyclical Businesses Becoming Market Leaders
• Sectors Dependent Upon Economic Growth Should Continue to Benefit

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ONE INVESTMENT

CENTURY OF GROWTH: BUY ABBOTT LABS

Abbott Laboratories (ABT)

ABT data by YCharts

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STOCKS

Stock mentions in this episode:

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WEB EXTRA

CULTURE COUNTS

While the COVID experience has been a severe test for many business cultures Polen Capital was already operating a flexible work environment with its ROWE approach, or “Results Oriented Work Environment”. Senior manager, Damon Ficklin discusses some of the personal and professional lessons learned from the pandemic.