Damon Ficklin

Polen Capital

1 interview in Graham & Doddsville.

Winter 2019 With Jeff Mueller Interview, p. 1 ↗, continues p. 17
The PMs of Polen's concentrated global growth fund on their guardrails, managing risk through quality, the changing Chinese consumer, and Tencent, Alibaba, Adobe, Starbucks and Align.
Companies: Tencent, Alibaba, Adobe, Starbucks, Align Technology Quality compounders Growth investing International Asia