Dan Davidowitz
Analyst-Equity bei Polen Capital Management LLC
Vermögen: 3 Mio $ am 31.05.2024
Profil
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.
Bekannte Unternehmensbeteiligungen
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
Polen Credit Opportunities Fund
inf% | 31.12.2023 | 262 177 ( inf% ) | 3 Mio $ | 31.05.2024 |
Aktive Positionen von Dan Davidowitz
| Unternehmen | Position | Beginn |
|---|---|---|
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 | 01.01.2005 |
Ehemalige bekannte Positionen von Dan Davidowitz
| Unternehmen | Position | Ende |
|---|---|---|
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 | 31.12.2004 |
| VALUE LINE, INC. | Corporate Officer/Principal | 01.12.2000 |
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 | 01.06.1999 |
Ausbildung von Dan Davidowitz
| Rutgers State University of New Jersey | Undergraduate Degree |
| Baruch College | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| VALUE LINE, INC. | Consumer Services |
| Private Unternehmen | 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 |
