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Carolyn Chan

Carolyn Chan

Portfolio Manager at Polen Capital Management LLC

London, United Kingdom

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

OrganizationRoleDate RangeDetails
Polen CapitalPortfolio ManagerFeb 2024 to Present
Somerset Capital Management LLPInvestment ManagerOct 2020 to Feb 2024
Liontrust Asset ManagementInvestment ManagerJan 2012 to Oct 2020
LiontrustInvestment ManagerJan 2012 to Oct 2020
HAMPTON INVESTMENT MANAGEMENT LLPInvestment ManagerOct 2010 to Jan 2012
Daiwa SecuritiesDirector Equity SalesJun 2008 to Oct 2010
CitigroupDirector Equity SalesMay 1999 to Jun 2008
ING BaringsAssociate Director Equity SalesJul 1996 to Jun 1999
WI Carr SecuritiesEquity Sales Associate DirectorJul 1992 to Jun 1996

Education

University of Nottingham

Economics

1989 1992

Wycombe Abbey

1984 1989

Skills & Expertise

Asset Management
Hedge Funds
Financial Markets
Capital Markets
Derivatives
Equity Research
Portfolio Management
Emerging Markets
Alternative Investments
Private Equity
Equities
Investments
Bloomberg
Financial Analysis
Training
Strategic Planning
Microsoft Excel
Project Management

Others at Polen Capital Management LLC (15)

NameRoleLocation
Christopher Ballard
Christopher Ballard
Research AnalystBoston, MA , United States
Karl Dasher
Karl Dasher
PresidentAtlanta, GA , United States
Mark Wegner
Mark Wegner
Research AnalystBoston, MA , United States
Michael Graham
Michael Graham
Research AnalystBoston, MA , United States
Rick Richert
Rick Richert
Co-Lead CLOs, Portfolio ManagerNew York, NY , United States
B
Benjamin Santonelli
Portfolio ManagerWaltham, MA , United States
B
Bryan Power
Portfolio Manager, Director of Research and AnalystBoca Raton, FL , United States
K
Kate Austin
Research AnalystBoston, MA , United States
K
Kavi Sud
Research AnalystBoston, MA , United States
Kevin Chee
Kevin Chee
Portfolio Manager and AnalystHong Kong
Showing 1-10 of 15 team members

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