Damon Ficklin
Vermögen: 5 Mio $ am 31.05.2026
Vermögen: 5 Mio $ am 31.05.2026
Mr. Damon A. Ficklin is a Head of Team & Portfolio Manager at Polen Capital Management LLC.
He is responsible for leading the Large Company Growth team, maintaining the firm’s investment philosophy.
Mr. Ficklin also serves as Lead Portfolio Manager of Polen Capital and Co-Portfolio Manager of the firm's flagship Focus Growth Strategy.
He began his career at the firm in 2003, serving as Research Analyst.
He has over 23 years of industry experience.
Prior to joining Polen Capital in 2003, Mr. Ficklin spent one year working as an equity analyst with Morningstar and four years as a tax consultant to Fortune 500 companies with Price Waterhouse.
He serves on the Investment Committee to the Board of the Make-A-Wish Foundation of Southern Florida.
He graduated magna cum laude from the University of South Florida with a B.S.
in Accounting, earned a M.S.
in Accounting from Appalachian State University, and earned an MBA from The University of Chicago Booth School of Business.
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
Polen Credit Opportunities Fund
Polen Credit Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Functions as an open-end investment fund -.--% | 31.12.2024 | 576.177 ( -.--% ) | 5 Mio $ | 31.05.2026 |
| Unternehmen | Position | Beginn |
|---|---|---|
Polen Capital Management LLC
Polen Capital Management LLC Investment ManagersFinance Polen Capital is a disciplined, bottom-up, concentrated equity investment manager. Their sole focus is high quality growth investments. They invest in companies with growing earnings driven by solid franchises, strong balance sheets, experienced management teams and leading products/services. | Portfolio Manager-Aktien | 01.10.2003 |
| Unternehmen | Position | Ende |
|---|---|---|
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services | Corporate Officer/Principal | 01.08.2000 |
| MORNINGSTAR, INC. | Corporate Officer/Principal | - |
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| Private Unternehmen | 6 |
|---|---|
Polen Capital Management LLC
Polen Capital Management LLC Investment ManagersFinance Polen Capital is a disciplined, bottom-up, concentrated equity investment manager. Their sole focus is high quality growth investments. They invest in companies with growing earnings driven by solid franchises, strong balance sheets, experienced management teams and leading products/services. | Finance |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services | Commercial Services |
Morningstar, Inc.
Morningstar, Inc. Financial Publishing/ServicesCommercial Services Operates as a investment insights company that provides investment and wealth management & credit rating services | Commercial Services |
Appalachian State University
Appalachian State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of South Florida
University of South Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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