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Polen Capital Investment Funds Plc - Polen Capital U.s. Small Company Growth Fund Usd Class (instl) (0P0001H35H)

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16.620 +0.260    +1.59%
30/01 - Closed. Currency in USD
Type:  Fund
Market:  Ireland
Issuer:  Polen Capital Management, LLC
ISIN:  IE00BYWHB920 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.09M
Polen Capital Investment Funds plc - Polen Capital 16.620 +0.260 +1.59%

Polen Capital Investment Funds Plc - Polen Capital U.s. Small Company Growth Fund Usd Class (instl) Overview

 
On this page you'll find an in-depth profile of Polen Capital Investment Funds Plc - Polen Capital U.s. Small Company Growth Fund Usd Class (instl). Learn about the key management, total assets, investment strategy and contact information of 0P0001H35H among other information.
Category

US Small-Cap Equity

Total Assets

3.09M

Expenses

1.25%

Inception Date

Dec 31, 2018

Investment Strategy

The investment objective of the Fund is to seek long-term growth of capital. The Fund seeks to achieve its investment objective by investing typically in a focused portfolio of high quality common stocks of small companies (market capitalisations within the range of the market capitalizations of companies in the Russell 2000 Index and the S&P 600 on a rolling three-year basis at time of purchase) which are listed or traded on Recognised Exchanges in the United States of America and which, in the view of the Investment Manager, have a sustainable competitive advantage.

Contact Information

Address 1825 NW Corporate Blvd., Suite 300
Boca Raton,FL 33431
United States
Phone 561-241-2425
Fax 561-246-3011

Top Executives

Name Title Since Until
Whitney Young Crawford Portfolio Manager 2023 Now
Biography Whitney Young Crawford, Portfolio Manager, Director of Research and Analyst, is co-Portfolio Manager for the U.S. Small Company Growth strategy and a member of the investment team at Polen Capital. She joined Polen Capital in 2019. Prior to joining Polen Capital, she was a Senior Analyst at Manulife Asset Management for four years. Before Manulife, she was an Analyst at Fidelity Investments, focusing primarily on small-cap companies. Ms. Crawford received a B.A. in Economics (magna cum laude) from the College of William & Mary and an M.B.A. from Duke University Fuqua School of Business
Rayna Lesser Hannaway Portfolio Manager & Analyst 2018 Now
Biography Rayna Lesser Hannaway, Head of Team, Portfolio Manager and Analyst, is a portfolio manager for the Global SMID Company Growth, U.S. Small Company Growth and U.S. SMID Company Growth strategies. Lesser Hannaway joined Polen Capital in 2017. Prior to joining Polen Capital, she spent nine years in portfolio management and two years as a research analyst at Fidelity Investments in Boston, evaluating small and mid-cap companies. She also spent nine years working in small-cap research for Jennison Associates and Lord Abbett & Company. Lesser Hannaway received a B.A. in Economics from Barnard College, a division of Columbia University. Lesser Hannaway is a CFA® charterholder and holds a CFA Institute Certificate in ESG Investing.
Tucker M. Walsh Head of the Small Company Growth Team & Portfolio Manager 2018 2023
Biography Tucker Walsh, Head of Team, Portfolio Manager and Analyst is lead portfolio manager for the U.S. Small Company Growth strategy and a member of the investment team at Polen Capital. He joined Polen Capital in 2017 after spending ten years as CEO and Head of Portfolio Management at Copper Rock Capital Partners and nine years as Managing Director and Head of the Small Cap Growth Team at State Street Research. He also spent seven years working in research for Cowen & Co., Merrill Lynch & Co., Cowen Asset Management and Chilton Investment Company. Mr. Walsh received a B.A. in Economics from Washington and Lee University.
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