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About
Carolyn Chan is a Portfolio Manager at Polen Capital Management LLC, based in London, and joined in February 2024 as part of Polen Capital’s acquisition of Somerset Capital Management’s UK fund range. She is responsible for co-managing the Asia Dividend Growth and Asia Income strategies, focusing primarily on high-quality, income-generating equities in Asian and emerging markets, excluding Japan. Her role involves fundamental research, portfolio construction, and long-term capital preservation for institutional clients tallied to specific mandates within Asian equities.
Chan brings more than 30 years of industry experience, most recently as Investment Manager at Somerset Capital Management, where she co-managed the Somerset Asia Income Fund and developed broad expertise in Asian equities and dividend income investing. Prior to that, she held senior investment roles at Liontrust Asset Management, including launching and managing their Asia Income Fund, and spent 18 years in Asian equity sales at leading firms such as ING Barings, Citigroup, and Daiwa Securities.
She holds a degree in Economics from the University of Nottingham and is recognized for her in-depth, bottom-up approach to Asian market equities. Carolyn Chan’s track record highlights her contributions to emerging markets portfolio management and her ability to deliver income-focused, risk-adjusted returns through varying market cycles.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Polen Capital | Portfolio Manager | Feb 2024 to Present | — |
| Somerset Capital Management LLP | Investment Manager | Oct 2020 to Feb 2024 | — |
| Liontrust Asset Management | Investment Manager | Jan 2012 to Oct 2020 | — |
| Liontrust | Investment Manager | Jan 2012 to Oct 2020 | — |
| HAMPTON INVESTMENT MANAGEMENT LLP | Investment Manager | Oct 2010 to Jan 2012 | — |
| Daiwa Securities | Director Equity Sales | Jun 2008 to Oct 2010 | — |
| Citigroup | Director Equity Sales | May 1999 to Jun 2008 | — |
| ING Barings | Associate Director Equity Sales | Jul 1996 to Jun 1999 | — |
| WI Carr Securities | Equity Sales Associate Director | Jul 1992 to Jun 1996 | — |
Education
University of Nottingham
Economics
1989 — 1992
Wycombe Abbey
1984 — 1989
Skills & Expertise
Others at Polen Capital Management LLC (15)
| Name | Role | Location |
|---|---|---|
| Research Analyst | Boston, MA , United States | |
| President | Atlanta, GA , United States | |
| Research Analyst | Boston, MA , United States | |
| Research Analyst | Boston, MA , United States | |
| Co-Lead CLOs, Portfolio Manager | New York, NY , United States | |
B Benjamin Santonelli | Portfolio Manager | Waltham, MA , United States |
B Bryan Power | Portfolio Manager, Director of Research and Analyst | Boca Raton, FL , United States |
K Kate Austin | Research Analyst | Boston, MA , United States |
K Kavi Sud | Research Analyst | Boston, MA , United States |
| Portfolio Manager and Analyst | Hong Kong |
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