Polen Capital
Polen Focus Growth ETF
US Large Cap Quality Growth
Investment Overview
This ETF provides investors with targeted exposure to companies at the forefront of artificial intelligence innovation. The fund focuses on established leaders and emerging players in machine learning, autonomous systems, and data analytics sectors.
Concentrated Portfolio
The fund holds an intentionally focused and highly selective portfolio consisting of approximately 25 high-conviction, "best-in-class" growth companies.
Focus on High-Quality Growth
The strategy targets businesses with high returns on capital and a track record of achieving double-digit earnings growth, indicating scalable, efficient, and competitively advantaged operations.
U.S. Growth Focus
The investment opportunities sought are primarily within U.S. companies.
Why PCLG?
Concentrated, High-Conviction Portfolio
Focus on Quality & Sustainable Growth
Active Management with a Long-Term View
Tax-Efficient ETF Structure
Polen Focus Growth ETF
Polen Capital
Polen Capital is a global leader in quality growth and high yield investing. For over 30 years we have demonstrated an unwavering commitment to our clients, community and each other. We deliver distinctive growth and income solutions, building high conviction concentrated, competitively advantaged, active portfolios with the potential to compound and outperform over the long-term.
Investment Team
Dan Davidowitz
Portfolio Manager
info@polencapital.com
Damon Ficklin
Head of Team, Portfolio Manager
info@polencapital.com
Fund Documents
Important Disclosures
Past performance is no guarantee of future results. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.
This material is for informational purposes only and should not be construed as investment advice. Before investing, consider the fund's investment objectives, risks, charges, and expenses. This and other information can be found in the fund's prospectus, which may be obtained from your financial advisor.
Investments in ETFs are subject to market risk, including the possible loss of principal. ETF shares may trade above or below their net asset value. This difference in price may be due to market conditions and other factors.