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A money-management duo overseeing $37 billion outlines the 5 criteria they seek in investments that are 'almost impossible to compete with' - and shares 3 stocks they've been buying amid market mayhem

2 monthes ago   |   By Business Insider

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 tailwinds, and long-term growth when vetting companies.
They share five competitive advantages they look for before an investment gets added to their portfolio - and the more, the better.
The pair also share three recent stocks they've been buying in...
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