Long-only vs. Long/short, Value vs. Growth
Wonder if you have any insight on Polen Capital? Is it considered a reputable growth-oriented fund? Thanks
Yes, they are growth investors focused on competitive advantages. I think they know what they are doing, definitely very focused on the business as investors.
what kind of a fund is Marshall Wace?
They are multi-strategy, but for their L/S equity business, it's market-neutral "pod shop" style.
Great article as always!
Thanks! I am glad.
Wonder if you have any insight on Polen Capital? Is it considered a reputable growth-oriented fund? Thanks
Yes, they are growth investors focused on competitive advantages. I think they know what they are doing, definitely very focused on the business as investors.
what kind of a fund is Marshall Wace?
They are multi-strategy, but for their L/S equity business, it's market-neutral "pod shop" style.
Great article as always!
Thanks! I am glad.