Investing

A money-management duo managing $37 billion lays out the 5 requirements they seek in investments that are ‘almost impossible to compete with’– and shares 3 stocks they have actually been purchasing amidst market trouble

A money-management duo managing $37 billion lays out the 5 requirements they seek in investments that are ‘almost impossible to compete with’– and shares 3 stocks they have actually been purchasing amidst market trouble

Dan Davidowitz — the lead portfolio manager of the focus growth strategy at Polen Capital — and Jeff Mueller — co-portfolio manager of the global growth strategy at the firm — aren’t your typical value investors.The duo makes it a point to focus on competitive advantages, margins of safety, strong balance sheets, limited competition, secular…