WHITNEY CRAWFORD
Fairfield,CT
Summary
Skilled investment professional with excellent leadership, critical thinking and problem-solving abilities. Experienced decision maker responsible for $800M investment portfolio. Passionate about helping teammates produce their best work and achieve long-term goals. Seeking a senior position investing in private companies and advising company leadership that leverages 18 years of experience analyzing and investing in companies in all stages of growth and development.
Overview
18
18
years of professional experience
Work History
Portfolio Manager and Research Analyst
Polen Capital
Boston, MA
01.2023 - 05.2025
- Co-portfolio manager of U.S. Small Company Growth and US Small and Mid Company Growth Strategies with responsibility for final investment decisions, portfolio construction, and collaborating with analysts through research process.
- Collaborated with co-manager on idea generation, prioritzing research on new companies, collaborating deeply with analysts on research processes, and workign with the data analytics teams to analyze performance and enhance learning.
- Maintained coverage and fundamental research responsibilities for approximately 30 owned and followed companies. Led research process on new investment ideas.
- Wrote quarterly portfolio update and outlook letters and frequently communicated with clients.
- Served on the firm's senior D&I Committee for two years.
Research Analyst
Polen Capital
Boston, MA
04.2019 - 05.2025
- Global generalist and expert in identifying high-quality growth businesses. Performed fundamental research on new ideas while managing coverage of portfolio and library companies.
- Developed and followed the team's highly collaborative research process, which included screening, shallow dives, deep dives, red-teaming, and portfolio construction.
Director of Reasearch and Research Analyst
Polen Capital
Boston, MA
05.2021 - 12.2022
- Direct supervisor of four analysts (two senior analysts, one analyst, and one research associate), managing career growth, annual goals, performance reviews, and feedback.
- Led team in continuous improvement of collaboration, communication, and research processes.
- Retained coverage and ongoing research responsibilities for ~30 U.S. companies. Sourced and led fundamental research processes on new investment ideas.
- Developed reletionships with clients through education of our research process and portfolio companies.
Research Analyst
MANULIFE ASSET MANAGEMENT
Boston, USA
01.2015 - 04.2019
- Responsible for healthcare investments for the 8-person U.S. Core Team, with over $20B AUM and 5 strategies (large-cap core, all-cap, value, dividend yield, and global).
- Helped team achieve superior returns and double AUM over 4 years by 1) following team's 7-step intrinsic value-based research process; 2) contributing to performance with individual stock picks; 3) participating in rigorous debate on all investments; and 4) assisting in marketing to institutional clients.
- Served as sector co-leader for equity division charged with fostering collaboration across teams through regular meetings, research sharing, and stock pitch competitions.
- Developed deep expertise across sectors within healthcare including devices, tools, diagnostics, managed care, IT, drug channel, animal, dental, and biopharma.
Equity Research Analyst
FIDELITY INVESTMENTS
Boston, USA
06.2013 - 01.2015
- Research Analyst covering media and consumer companies.
- Responsible for in-depth primary research, developing an investment process, building models, supporting 30 portfolio managers, providing buy/sell recommendations, and driving investment decisions and top holdings.
- Initiated and led due diligence on one private internet company and assisted in several other pre-IPO investments.
MBA Equity Research Analyst Intern
FIDELITY INVESTMENTS
Boston, USA
05.2012 - 08.2012
- Healthcare analyst responsible for drug distribution companies: rated four stocks, completed two industry presentations, and drove buy/sell decisions.
- Conducted meetings with management teams, built financial models, performed in-depth industry research, and communicated ideas to portfolio managers.
Senior Associate, Financial Institutions Equity Research
RAYMOND JAMES & ASSOCIATES
New York, USA
01.2009 - 06.2011
- Earned independent coverage responsibilities for Mid-Atlantic regional banks. Oversaw day-to-day coverage of 30 banks and managed two junior associates.
- Became research department expert on regulatory capital standards. Conducted 'deep dives' on capital and regulatory developments. Mobilized sales to beat competitors in pitching stock ideas to clients as valuation shifted to 'burn down' analysis of banks' capital.
Associate, Financial Institutions Equity Research
RAYMOND JAMES & ASSOCIATES
New York, USA
06.2007 - 12.2009
- Supported senior analyst by building financial models, writing earnings reports, interviewing management teams, and initiating coverage on new companies
- Developed knowledge of accounting, financial statement analysis, and valuation.
Education
Masters of Business Administration -
DUKE UNIVERSITY, The Fuqua School of Business
Durham, NC05.2013
Bachelor of Arts - Economics
THE COLLEGE OF WILLIAM AND MARY
Williamsburg, VA05.2007
Timeline
Portfolio Manager and Research Analyst
Polen Capital
01.2023 - 05.2025
Director of Reasearch and Research Analyst
Polen Capital
05.2021 - 12.2022
Research Analyst
Polen Capital
04.2019 - 05.2025
Research Analyst
MANULIFE ASSET MANAGEMENT
01.2015 - 04.2019
Equity Research Analyst
FIDELITY INVESTMENTS
06.2013 - 01.2015
MBA Equity Research Analyst Intern
FIDELITY INVESTMENTS
05.2012 - 08.2012
Senior Associate, Financial Institutions Equity Research
RAYMOND JAMES & ASSOCIATES
01.2009 - 06.2011
Associate, Financial Institutions Equity Research
RAYMOND JAMES & ASSOCIATES
06.2007 - 12.2009
Masters of Business Administration -
DUKE UNIVERSITY, The Fuqua School of Business
Bachelor of Arts - Economics
THE COLLEGE OF WILLIAM AND MARY
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