Dan Davidowitz - CFA at Polen Capital. The Importance of Education, Mentorship & a little bit of luck

Published: June 21, 2023, 6 p.m.

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I met Dan several years ago at a workout and probably one of the nicest guys around. I knew he was involved in the opening of a local West Boca gym and that was about it. One of the best parts about being local is having people drop by and Dan would periodically drop in to pick up his order and just shoot the shit.

Dan has 24 years of experience in the financial world and it led him down to south Florida in 2005 when he joined up with Polen Capital. He and his team deliver active equity and high yield strategies to a wide range of clients. They build high-conviction portfolios that we are competitively advantaged. Per Dan \\u201cOur mission is to preserve and grow client assets to protect their present and enable their future.\\u201d\\xa0

When we began growing and expanding FROPRO we put together an investment deck and ran it by several people. \\xa0Dan gave it a look and he called us the next day to ask us several questions. He wanted to be a part of the team and help us continue our goal of expansion and snack domination. \\xa0His whole message is about team work, collaboration and growth. Please enjoy the podcast and have a most triumphant day!\\xa0



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