Princeton
35 public equity funds founded or have key person (eg. CIO) who are Princeton-educated —undergrad, MBA, or other advanced degrees. This list will be updated when there are notable fund closures or new launches. Updated as of 8/21/2025
35 public equity funds founded or have key person (eg. CIO) who are Princeton-educated —undergrad, MBA, or other advanced degrees. This list will be updated when there are notable fund closures or new launches. Updated as of 8/21/2025
35 public equity funds founded or have key person (eg. CIO) who are UVA-educated —undergrad, MBA, or other advanced degrees. This list will be updated when there are notable fund closures or new launches. Updated as of 8/21/2025
46 public equity funds founded or have key person (eg. CIO) who are Yale-educated —undergrad, MBA, or other advanced degrees. This list will be updated when there are notable fund closures or new launches. Updated as of 8/21/2025
76 U.S. event-driven equity funds (does not include biotech / healthcare as many are event-driven by definition, betting on binary events). This list will be updated when there are notable fund closures or new launches. Updated as of 7/7/2025.
77 U.S.-based low-net or market-neutral hedge funds. This list will be updated when there are notable fund closures or new launches. Updated as of 6/12/2025
70 U.S Tiger-style hedge funds. This list will be updated when there are notable fund closures or new launches. Updated as of 8/22/2025
70 U.S. activist hedge funds This list will be updated when there are notable fund closures or new launches. Updated as of 7/17/2025 * I try to focus on the pure-play activist funds that run enough campaigns. Plenty of event-driven hedge funds dabble in activism, I will cover
14 U.S. Real Estate (REITs) public equity funds This list will be updated when there are notable fund closures or new launches. Updated as of 10/8/2025
20 U.S. Financials equity funds This list will be updated when there are notable fund closures or new launches. Updated as of 7/7/2025
29 U.S. energy / materials equity funds This list will be updated when there are notable fund closures or new launches. Updated as of 6/6/2025
83 U.S. TMT / Consumer Equity Funds. This list will be updated when there are notable fund closures or new launches. Updated as of 6/29/2025
In this article, we will learn about Polen Focused Growth Strategy, a long-only mutual fund that specializes in wide moat growth investing. We will dive into the investment team and their process, the characteristics they look for in an investment, their portfolio management philosophy, and a case study on how