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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.
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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