Polen Growth Fund’s Dan Davidowitz and David Polen look for value stocks in companies with a huge competitive advantage in a growth business. Like very high-quality companies with exceptionally strong balance sheets, a ton of cash, virtually no debt, free cash flow far in excess of operating capital, at least 20 percent returns on capital that are sustainable, strong revenue growth, stable or expanding margins, market cap in excess of $4 billion. Looks to hold these stocks for at least four years.

Read the full article at http://www.bloomberg.com/news/2012-06-13/a-growth-stock-fund-warren-buffett-could-love.html
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