Page 16 - Best of the Best | The Only Prescription for Healthy Finances

Author

Zach Simon
Senior Data Scientist

Zach joined Polen Capital in 2021. Prior to joining Polen Capital, Zach worked as a Quantitative Researcher at
State Street Associates, where he focused on studying the predictive power of machine learning on equity returns.
Zach received a B.A. in Computer Science and Economics from Colby College and an M.B.A from MIT Sloan School
of Management.

Going Beyond with Polen Capital Connect with Us

Polen Capital is a team of experienced investment industry For more information on Polen Capital visit www.polencapital.com
professionals who share an unwavering commitment to our clients, and connect with us on LinkedIn.
investors, community, and each other. We have been dedicated
to serving investors by providing concentrated portfolios of the Past performance is not indicative of future results. There can be no
highest-quality companies for more than three decades. At assurances that any portfolio characteristics depicted herein shall
Polen Capital, we have built a culture of results, and in this, an be replicated in the future.
inherent belief in going beyond what’s expected for the people and
communities we serve.

We believe that an important part of growing our clients’
assets also includes preserving it. To ensure this, we adhere to a
time-tested process of researching and analyzing the highest-
quality companies around the globe—selecting only the best to
build highly concentrated portfolios. Then, we invest for the long
haul and with a business owner’s mindset—giving these companies
time to grow.

5 Polen Capital
Quality’s Performance Across the Business Cycle