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Advisor Information for PGIIX

Fund Inception12/30/2014
Name of IssuerPolen Capital
Fund Advisor(s)Polen Capital Management, LLC
Sub-Advisor(s)--

Fund Managers for PGIIX

Damon Ficklin
Portfolio Manager since 11/03/2017
Mr. Ficklin joined Polen Capital in 2003. Mr. Ficklin is co-head of the Large Company Growth Team and the lead portfolio manager of the firm’s Global Growth strategy. From 2012 through June 30, 2019, Damon Ficklin was a co-portfolio manager on the Focus Growth strategy. Prior to joining Polen Capital, Mr. Ficklin spent one year working as an equity analyst with Morningstar and four years as a tax consultant to Fortune 500 companies with Price Waterhouse. Mr. Ficklin graduated magna cum laude from the University of South Florida with a B.S. in Accounting, earned a M.S. in Accounting from Appalachian State University, and earned an M.B.A. with high honors from The University of Chicago Booth School of Business. He serves on the Investment Committee to the Board of the Make-A-Wish Foundation of Southern Florida.
Bryan Power
Portfolio Manager since 06/30/2023
Bryan is Director of Research & Analyst and co-Portfolio Manager of Polen Capital’s Global Growth strategy. Prior to joining Polen Capital in 2016, Bryan spent two years as an Associate in equity research and institutional equity sales at Oppenheimer & Co. Prior to that, he spent almost three years working in various equity-related analytical roles at Bloomberg LP. Bryan received a B.A. in Economics and Business (cum laude) from Johns Hopkins University, where he was a student-athlete, and earned an M.B.A. from The University of Chicago Booth School of Business. Bryan is a CFA® charterholder and member of the CFA Society of South Florida.
Stephen Atkins
Portfolio Manager since 05/23/2025
Stephen Atkins, CFA, Portfolio Manager and Analyst, is a portfolio manager for the Global Growth Strategy, and a member of the investment team at Polen Capital. Mr. Atkins joined Polen in 2012 and, with Mr. Ficklin and Mr. Power, is responsible for the day-to-day portfolio management and investment analysis for the Fund. Prior to joining Polen Capital, he was a Portfolio Manager at Northern Trust Investments, including eight years as a mutual fund Co-Manager. Prior to that, Mr. Atkins was a Portfolio Manager at Carl Domino Associates, LP. Mr. Atkins earned a B.A., in Business Administration from Georgetown University and a General Course degree from the London School of Economics.