Damon Ficklin, Polen Capital – Even Though We Are Clearly A Growth Manager, A Lot Of Us Have Value-Oriented Roots | #304

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 21 April 2021

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 304, we welcome our guest, Damon Ficklin, Polen Capital’s head of the Large Company Growth Team and the lead portfolio manager of the firm’s Global Growth strategy. In today’s episode, we’re talking high quality, concentrated growth investing. Damon starts by describing his process for analyzing companies and the key metrics they look for when doing so. Then he covers the paradigm shift we’ve seen in the last year and how companies have adapted to the new norm. We talk about companies that have navigated the shift to e-commerce like Estee Lauder, and others that have transformed their business model like Adobe. Be sure to listen until the end to hear why one of Damon’s most memorable investments is Invisalign, a stock that has soared in the past year. All this and more in episode 304 with Polen Capital’s Damon Ficklin. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of
0:31.2	Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:35.6	Hey friends, another great show today.
0:42.1	Our guest works at Poland Capital, where he's the head of the
0:44.8	large company growth team and the lead portfolio manager of the firm's global growth strategy.
0:50.0	In today's show we're talking high quality, concentrated growth investing.
0:54.0	Our guest starts by describing this process for analyzing companies and the key metrics they look for
0:58.2	when doing so.
0:59.2	And he covers the paradigm shift we've seen in the last year and how companies have adapted to the new norm.
1:04.8	We talk about companies that have navigated the shift to e-commerce like Estes-Day Lauder and others
1:08.7	that have transformed their business model like Adobe.
1:11.3	Be sure to listen to the end of the episode, where we hear one of our guests' most memorable investments,
1:15.3	the stock that has soared in the past year.
1:18.4	This episode is brought to you by Ten East.
1:21.0	Long time listeners know I've invested in private markets quite a bit myself, but with access to these markets broadening it can be hard to know where to find vetted high quality offerings.
	...

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