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Christopher Ballard

Christopher Ballard

Research Analyst at Polen Capital Management LLC

Boston, MA , United States

About

Christopher Ballard, CFA, is a research analyst at Polen Capital Management LLC in Boston, Massachusetts, where he has served since July 2020. In this capacity, he focuses on the firm’s U.S. Small Company Growth and Global SMID (small- and mid-cap) Company Growth strategies, conducting deep fundamental research, portfolio construction, and long-term investment analysis with an emphasis on risk management and selecting high-quality growth companies.

His investment coverage spans a broad array of sectors within the small- and mid-cap universe, including Financials and Consumer Discretionary, and he applies a generalist approach to companies demonstrating strong organic revenue growth, durable margins, and robust ESG (environmental, social, and governance) profiles. Ballard is particularly engaged in identifying durable, competitively advantaged businesses in high-growth segments of public equities.

Prior to joining Polen Capital, Ballard worked as an Investment Analyst at Long Path Partners and as an International Research Associate at Veritable, LP, with experience in manager research for U.S. and international public equities. He holds an MBA from The Tuck School of Business at Dartmouth and a BA in Mathematics from the University of Pennsylvania, evidencing strong quantitative and analytical expertise; he is also a CFA charterholder and an active member of the CFA Institute and CFA Society Boston.

Career History

OrganizationRoleDate RangeDetails
Polen CapitalResearch AnalystJul 2020 to Present
Long Path PartnersInvestment AnalystJun 2019 to Aug 2019
Security analysis of wealth and investment management software and travel and hospitality companies.
Veritable, LPInternational Research AssociateSep 2015 to Jul 2018
Manager selection for equities and alternative assets in Europe, Asia, and Emerging Markets.

Education

The Tuck School of Business at Dartmouth

Master of Business Administration - MBA

2018 2020

University of Pennsylvania

Bachelor of Arts (B.A.), Mathematics

2008 2012

Skills & Expertise

Bloomberg
Hedge Funds
Alternative Investments
Equities
Valuation
Fixed Income
Financial Modeling
Portfolio Management
Investments
Investment Management
Fund of Funds
Asset Management
Mutual Funds
Asset Allocation
Economics
Research

Others at Polen Capital Management LLC (15)

NameRoleLocation
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
Carolyn Chan
Carolyn Chan
Portfolio ManagerLondon, United Kingdom
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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