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KS

Kavi Sud

Research Analyst at Polen Capital Management LLC

Boston, MA , United States

About

Kavi Sud is a research analyst at Polen Capital Management LLC, based in Boston, MA. He specializes in identifying and evaluating investment opportunities within the global small and mid-cap (SMID) equities universe, focusing on companies with high-quality business models, durable competitive advantages, and sustainable growth prospects. His analytical responsibilities include conducting deep fundamental research, ESG evaluation, and collaborating on portfolio management decisions for concentrated, actively managed equity strategies targeting companies typically sized between $1-25 billion in market capitalization.

Prior to joining Polen Capital in 2022, Kavi spent seven years at Manulife Investment Management as Managing Director and Senior Investment Analyst on the Capital Appreciation team, where he gained extensive experience covering growth-oriented equities. Earlier in his career, he worked as an IT consultant at Booz Allen Hamilton for five years.

Kavi holds a B.B.A. in Finance from the College of William & Mary and an MBA from the University of Virginia Darden School of Business. He is also a CFA® charterholder, reflecting his expertise in investment analysis and portfolio management. Notably, during his MBA, he served as Senior Portfolio Manager for Darden Capital Management’s Rotunda Fund, overseeing a multi-style ESG-focused equity portfolio and helping it surpass $1 million in assets under management.

Career History

OrganizationRoleDate RangeDetails
Polen CapitalResearch AnalystJul 2022 to Present
Small Company Growth Team
Manulife Investment ManagementManaging Director, Senior Investment AnalystJun 2015 to Jun 2022
Equity Analyst on Capital Appreciation Team
J.P. Morgan Private BankSummer AssociateJun 2014 to Aug 2014
Booz Allen HamiltonAssociateJul 2008 to Jul 2013

Education

University of Virginia - Darden Graduate School of Business Administration

Master of Business Administration (MBA), General Management, Asset Management

2013 2015

The College of William and Mary

BBA, Finance

2004 2008

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
Carolyn Chan
Carolyn Chan
Portfolio ManagerLondon, United Kingdom
K
Kate Austin
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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