Kevin M. Dolsen

Head of Distribution at Polen Capital Management LLC

Kevin M. Dolsen

Kevin M. Dolsen

Head of Distribution at Polen Capital Management LLC

Overview
Career Highlights

CastleArk Management LLC

RelSci Relationships

213

Relationships
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Chief Executive Officer at Polen Capital Management LLC

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Chief Operating Officer at Polen Capital Management LLC

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Co-Head of Team, Portfolio Manager & Analyst at Polen Capital Management LLC

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Chief Compliance Officer at Polen Capital Management LLC

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Head of Client Relations at Polen Capital Management LLC

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Co-Head of Team, Portfolio Manager & Analyst at Polen Capital Management LLC

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Head of Operations at Polen Capital Management LLC

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Head of Team, Portfolio Manager & Analyst at Polen Capital Management LLC

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Head of Analytics & Technology at Polen Capital Management LLC

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Head of Human Resources at Polen Capital Management LLC

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Kevin M. Dolsen
Head of Distribution at Polen Capital Management LLC
Education
Class of 2005

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. In 1853 the founders purchased a 379-acre tract of land on the shore of Lake Michigan 12 miles north of Chicago. They established a campus and developed the land near it, naming the surrounding town Evanston in honor of one of the University's founders, John Evans. After completing its first building, its first building in 1855, Northwestern began classes that fall with two faculty members and 10 students. Northwestern has three campuses and a total of 12 Schools and Colleges (one of which is located in South Florida. Two campuses are located on Lake Michigan, a 240-acre campus in Evanston, the first suburb north of Chicago, and a 25-acre campus in Chicago. One campus is located in Doha, Qatar. Northwestern University combines innovative teaching and pioneering research in a highly collaborative environment that transcends traditional academic boundaries. It provides students and faculty exceptional opportunities for intellectual, personal and professional growth in a setting enhanced by the richness of Chicago.

Class of 1999

The University of Dayton (UD) is a private Roman Catholic national research university in Dayton, Ohio, United States. Founded in 1850 by the Society of Mary, it is one of three Marianist universities in the nation and the largest private university in Ohio. The university's campus is located in the southern portion of the city of Dayton and spans 388 acres on both sides of the Great Miami River.

Career History
Head of Distribution
2020 - Current

Polen Capital employs a disciplined, bottom-up, concentrated US, Global and International equity investment strategies that focus on high quality growth investments. The Polen Focus Growth strategy invests in a concentrated portfolio of primarily large-cap US common stocks with sustainable competitive advantages. The Polen Global Growth strategy invests in a concentrated portfolio of outstanding US and international businesses with competitive advantages and the potential for sustained superior growth. It emphasizes sustainable earnings growth and focuses on companies with high returns on capital and double digit earnings growth. The Polen International Growth strategy applies the same philosophy as the Focus Growth and Global Growth portfolios, but invests exclusively in businesses domiciled outside of the US.

Consultant
Current

City of Milwaukee Employees' Retirement System implements an asset allocation policy that is based on the following factors: (1) a projection of actuarial assets, liabilities and benefit payments and the cost of contributions (2) historical and expected long-term capital market risk and return behavior (3) an assessment of future economic conditions including inflation and interest rate levels and (4) the current and projected funding status. The asset allocation policy provides for diversification of assets in an effort to maximize the funds investment return consistent with market conditions. Assets are generally diversified among domestic equities, international equities, fixed-income securities, and real estate.

Chief Executive Officer & Principal
2014 - Prior

CastleArk Management specializes in the management of equity growth strategies that are are designed to generate superior returns over time. The goal of all of the firm's investment strategies is to out-perform market benchmark returns over time. CastleArk manages portfolios for and offers investment advisory services to institutional investors, for U.S. and non-U.S. equity strategies. The firm manages diversified growth investment styles and also energy sector and energy sub-sector strategies. Diversified growth equity strategies include U.S. large-cap, mid cap, SMID-cap and small-cap growth and international small cap growth, plus a U.S. all-cap growth strategy that employs all of their U.S. growth strategies. CastleArk also manages separate energy sector strategies. In addition, the manage fixed income portfolios with a core bond strategy, plus a balanced strategy, which combines U.S. growth equity and core bond strategies.

Boards & Committees
Member, Operating Committee
2020 - Current

Polen Capital employs a disciplined, bottom-up, concentrated US, Global and International equity investment strategies that focus on high quality growth investments. The Polen Focus Growth strategy invests in a concentrated portfolio of primarily large-cap US common stocks with sustainable competitive advantages. The Polen Global Growth strategy invests in a concentrated portfolio of outstanding US and international businesses with competitive advantages and the potential for sustained superior growth. It emphasizes sustainable earnings growth and focuses on companies with high returns on capital and double digit earnings growth. The Polen International Growth strategy applies the same philosophy as the Focus Growth and Global Growth portfolios, but invests exclusively in businesses domiciled outside of the US.

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