Tag: episode_1744

FICKLIN – CULTURE COUNTS

April 30, 2021

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.
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FOCUSING ON HIGHEST QUALITY GROWTH COMPANIES WITH MARGINS OF SAFETY PAYS OFF AT POLEN CAPITAL

April 30, 2021

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.

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