Dan Davidowitz
Analyst-Equity at Polen Capital Management LLC
Net worth: 3 M $ as of 30/05/2024
Profile
Mr. Daniel A.
Davidowitz, CFA MBA, is a Portfolio Manager & Analyst at Polen Capital Management LLC.
He joined the firm in 2005.
He is responsible for leading the investment team, maintaining the firm’s investment philosophy and for managing client assets.
He also works as an analyst, identifying and researching investments for the strategy.
Prior to joining Polen Capital, Mr. Davidowitz spent five years as Vice President and Research Analyst at Osprey Partners Investment Management.
Before joining Osprey Partners, he spent one year as a Research Analyst at Value Line, Inc. and five years in the health care sector holding various analytical positions at Memorial Sloan-Kettering Cancer Center.
Mr. Davidowitz received his B.S.
with high honors in Public Health from Rutgers University and earned his MBA from the City University of New York, Baruch College Zicklin School of Business.
He is a CFA charter holder.
He is a board member of the American Association of Caregiving Youth, a member of the CFA Institute and the CFA Society of South Florida.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
Polen Credit Opportunities Fund
inf% | 30/12/2023 | 262,177 ( inf% ) | 3 M $ | 30/05/2024 |
Dan Davidowitz active positions
| Companies | Position | Start |
|---|---|---|
Polen Capital Management LLC
 Polen Capital Management LLC Investment ManagersFinance Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs. | Analyst-Equity | 31/12/2004 |
Former positions of Dan Davidowitz
| Companies | Position | End |
|---|---|---|
Osprey Partners Investment Management LLC
 Osprey Partners Investment Management LLC Investment ManagersFinance Founded in 1998, Osprey Partners Investment Management LLC is a registered investment advisor firm located in Shrewsbury, New Jersey. Their clients include corporations, endowments and foundations, governments and public agencies, labor union accounts and high net worth individuals and families | Analyst-Equity | 30/12/2004 |
| VALUE LINE, INC. | Corporate Officer/Principal | 30/11/2000 |
Memorial Sloan Kettering Cancer Center
 Memorial Sloan Kettering Cancer Center Hospital/Nursing ManagementHealth Services Memorial Sloan-Kettering Cancer Center operates as a private cancer center. It offers cancer care services to adult; and child and teen patients. Its services include risk assessment and screening; diagnosis and treatment; clinical trials; patient and caregiver education; and pediatric clinical trials. The company was founded by John J. Astor and Charlotte Astor in 1884 and is headquartered in New York, NY. | Corporate Officer/Principal | 31/05/1999 |
Training of Dan Davidowitz
| Rutgers State University of New Jersey | Undergraduate Degree |
| Baruch College | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| VALUE LINE, INC. | Consumer Services |
| Private companies | 3 |
|---|---|
Osprey Partners Investment Management LLC
Osprey Partners Investment Management LLC Investment ManagersFinance Founded in 1998, Osprey Partners Investment Management LLC is a registered investment advisor firm located in Shrewsbury, New Jersey. Their clients include corporations, endowments and foundations, governments and public agencies, labor union accounts and high net worth individuals and families | Finance |
Memorial Sloan Kettering Cancer Center
Memorial Sloan Kettering Cancer Center Hospital/Nursing ManagementHealth Services Memorial Sloan-Kettering Cancer Center operates as a private cancer center. It offers cancer care services to adult; and child and teen patients. Its services include risk assessment and screening; diagnosis and treatment; clinical trials; patient and caregiver education; and pediatric clinical trials. The company was founded by John J. Astor and Charlotte Astor in 1884 and is headquartered in New York, NY. | Health Services |
Polen Capital Management LLC
Polen Capital Management LLC Investment ManagersFinance Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs. | Finance |
- Stock Market
- Insiders
- Dan Davidowitz