Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund GBP Class (Institutional)

Category Other Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£28.65

arrow-down£-0.12 (-0.42%)

Fund Code

POCFH

B7WMPB8

IE00B7WMPB80

Prices updated as at 11 Dec 2025

Prices in GBP

Investment objective

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 large capitalization companies (market capitalisations greater than $10 billion 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.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Polen Capital Management, LLC

Fund launch date

08 Mar 2013

Domicile

Ireland

UCITS

Yes

Fund manager

Daniel Davidowitz

Manager start date

08 Mar 2013

Fund manager biography

Dan Davidowitz is lead Portfolio Manager of Polen Capital's Focus Growth strategy. Prior to joining Polen Capital in 2005, Dan spent five years as Vice President and Research Analyst at Osprey Partners Investment Management. Previously, Dan spent one year as a Research Analyst at Value Line, Inc. and five years in the health care sector, holding various analytical positions at Memorial Sloan-Kettering Cancer Center. Dan received a B.S. with high honors in Public Health from Rutgers University and an M.B.A. from the City University of New York, Baruch College Zicklin School of Business. Dan is

Fund manager

Damon Ficklin

Manager start date

01 Jan 2024

Fund manager biography

Damon Ficklin is Head of Team for Polen Capital's Large Company Growth team, where he is responsible for leading the Large Company Growth team and maintaining the investment philosophy. Damon also serves as lead Portfolio Manager of Polen Capital's Global Growth strategy and co-Portfolio Manager of the firm's flagship Focus Growth Strategy. Damon began his career at the firm in 2003, serving as Research Analyst. Prior to joining Polen Capital in 2003, Damon was an Equity Analyst at Morningstar covering the health care sector, and a tax consultant at Price Waterhouse helping Fortune 500 companies implement tax strategies. Damon graduated magna cum laude from the University of South Florida with a B.S. in Accounting. Damon earned an M.S. in Accounting from Appalachian State University and an M.B.A. with high honors from The University of Chicago Booth School of Business with concentrations in Finance and Economics. Damon is a member of the Board of Directors and serves on the Investment Committee for Make-A-Wish Southern Florida.

Head office

Polen Capital Management, LLC

1825 NW Corporate Blvd., Suite 300

Boca Raton

United States

33431

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