Management |
Domicile | United Kingdom | Legal Structure | Unit Trust | UCITS | Yes | Inception Date | 17/12/2012 |  | Fund Advisor(s) | Polen Capital UK LLP |
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Fund Manager | Dafydd Lewis | Manager Start Date | 26/11/2024 | Career Start Year | 2005 |
Education | University of Bath, BSc (Hons) |
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Biography |
Mr. Lewis joined Polen Capital in 2021. He is co-portfolio manager of the firm’s Global Emerging Markets Growth strategy. Prior to joining Polen Capital, Mr. Lewis was an Emerging Market Portfolio Manager at LGM Investments, overseeing the firm’s Frontier Markets strategy and being a member of the Investment Leadership team. Mr. Lewis began his career at HSBC in 2003 and has been involved in Emerging Markets investing since 2005. He earned his BSc (Hons) in Economics from the University of Bath. Mr. Lewis is a CFA® charterholder. |
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Fund Manager | Damian Bird | Manager Start Date | 26/11/2024 |
Education | University of Oxford, B.A. |
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Biography |
Mr. Bird joined Polen Capital Management in 2019. Prior to joining Polen Capital, Mr. Bird was an Emerging Market Portfolio Manager at LGM Investments. Mr. Bird began his career at Arisaig Partners as an Investment Analyst, primarily focusing on consumer companies in the developing world. Mr. Bird received his B.A. in History & Economics from the University of Oxford and has lived and worked in Singapore, Dubai and South Africa. Mr. Bird is a CFA® charterholder. |
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Fund Manager | Kumar Pandit | Manager Start Date | 26/11/2024 |
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Biography |
Kumar Pandit is lead Portfolio Manager on Polen Capital’s India Growth strategy and co-Portfolio Manager on Emerging Markets Dividend Growth. Kumar originally joined Somerset Capital in 2011, which subsequently completed a transaction with Polen Capital in 2024 that appointed Polen as the investment manager of four strategies from Somerset. Kumar held various roles at Somerset including Portfolio Manager, Head of Research, and a member of the partnership management Executive Committee. Kumar received a B.Sc. in Computer Science and Business Studies from Kingston University and is a CFA charterholder. |