You're signed outSign in or to get full access.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Polen Capital | Research Analyst | Jul 2020 to Present | — |
| Long Path Partners | Investment Analyst | Jun 2019 to Aug 2019 | Security analysis of wealth and investment management software and travel and hospitality companies. |
| Veritable, LP | International Research Associate | Sep 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
Others at Polen Capital Management LLC (15)
| Name | Role | Location |
|---|---|---|
| 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 |
| Portfolio Manager | London, United Kingdom | |
K Kate Austin | Research Analyst | Boston, MA , United States |
K Kavi Sud | Research Analyst | Boston, MA , United States |
| Portfolio Manager and Analyst | Hong Kong |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Venture Capital Research Associate | Ark Investment Management LLC | Saint Petersburg, FL , United States | |
| Associate Portfolio Manager | Ark Investment Management LLC | Saint Petersburg, FL , United States | |
| Deputy Chief Investment Officer | Intech Investment Management LLC | Boston, MA , United States | |
| Vice President, Quantitative Trader | Intech Investment Management LLC | Princeton, NJ , United States | |
| Managing Partner | Gladstone Institutional Advisory LLC | Irwin, PA , United States |