The Polen Capital International Growth ETF (the “Fund”) seeks to achieve long-term growth of capital.
Overview
PCIG seeks to achieve long-term growth by building a concentrated portfolio of international businesses with competitive advantages and the potential for sustained earnings growth.
Todd is lead Portfolio Manager of Polen Capital’s International Growth strategy. He also works as an analyst, identifying and researching investments for the strategy. During his time at Polen Capital, he has served as a Research Analyst and the Director of Research. Prior to joining Polen Capital in 2011, Todd worked in research and marketing roles with Prudential Insurance and Millennium Global Asset Management. Prior to that, Todd served in the U.S. Navy for seven years, during which he navigated a warship on three deployments, taught at the U.S. Merchant Marine Academy, and served with the U.S. Army in Iraq. Todd received a B.S. in History from the U.S. Naval Academy where he was a student-athlete and an M.B.A. from Columbia Business School.
Daniel joined Polen Capital in 2017. He is co-portfolio manager of the firm’s International Growth strategy. Prior to joining Polen Capital, Daniel spent eight years in Hong Kong where he worked for GaveKal Capital and Marshall Wace LLP as a Research Analyst evaluating Asian growth companies. He began his career at Fisher Investments as a Junior Analyst analyzing Emerging Markets companies. Daniel received a B.S. in Finance from the University of Idaho and M.S. in Global Finance from the NYU Stern School of Business and HKUST Business School. Daniel is a CFA® charterholder.
Todd is lead Portfolio Manager of Polen Capital’s International Growth strategy. He also works as an analyst, identifying and researching investments for the strategy. During his time at Polen Capital, he has served as a Research Analyst and the Director of Research. Prior to joining Polen Capital in 2011, Todd worked in research and marketing roles with Prudential Insurance and Millennium Global Asset Management. Prior to that, Todd served in the U.S. Navy for seven years, during which he navigated a warship on three deployments, taught at the U.S. Merchant Marine Academy, and served with the U.S. Army in Iraq. Todd received a B.S. in History from the U.S. Naval Academy where he was a student-athlete and an M.B.A. from Columbia Business School.
Daniel joined Polen Capital in 2017. He is co-portfolio manager of the firm’s International Growth strategy. Prior to joining Polen Capital, Daniel spent eight years in Hong Kong where he worked for GaveKal Capital and Marshall Wace LLP as a Research Analyst evaluating Asian growth companies. He began his career at Fisher Investments as a Junior Analyst analyzing Emerging Markets companies. Daniel received a B.S. in Finance from the University of Idaho and M.S. in Global Finance from the NYU Stern School of Business and HKUST Business School. Daniel is a CFA® charterholder.
Polen Capital is a team of experienced investment industry professionals who share an unwavering commitment to its clients, investors, community and each other. They have been dedicated to serving investors by managing active, high-conviction portfolios for more than three decades. At Polen Capital, they have built a culture of results, and in this, an inherent belief in going beyond what’s expected for the people and communities they serve.
The value of a hypothetical $10,000 investment in the Polen Capital International Growth ETF compared with the MSCI ACWI ex US Index, and Morningstar Foreign Large Growth Category.
The hypothetical $10,000 investment at fund inception includes changes due to share price and reinvestment of dividends and capital gains. The chart does not imply future performance. Indexes are unmanaged, do not incur fees, expenses or taxes, and cannot be invested in directly.
Performance quoted does not include a deduction for taxes that a shareholder would pay on the redemption of fund shares.
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Short term performance is not a good indication of the fund’s future performance and should not be the sole basis for investing in the fund. Indexes are unmanaged, do not incur fees, and cannot be invested in directly. Returns less than one year are not annualized.
Fund holdings and/or sector allocations are subject to change at any time and are not recommendations to buy or sell any security.
Two additional ETFs are planned for the near future and will bolster an extensive suite of funds in response to client demand for accessing these strategies within an active ETF framework. MORE
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The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, and it may be obtained by calling 800-960-0188 or visiting www.imgpfunds.com. Read it carefully before investing.
Polen Capital International Growth ETF Risks: Investing involves risk. Principal loss is possible.
The Fund invests in emerging market and foreign securities. Investment in foreign (non‑U.S.) securities and emerging market securities may cause the Fund to experience more rapid and extreme changes in value due to economic, political and social instability of such countries.
The value of equity securities may fluctuate, sometimes rapidly and unpredictably, due to factors affecting the general market, an entire industry or sector, or particular companies.
Because the Fund is “non‑diversified,” it may invest a greater percentage of its assets in the securities of a single issuer.
Because the Fund may take into consideration the environmental, social and governance characteristics of portfolio companies in which it may invest, the Fund may select or exclude securities of certain issuers for reasons other than potential performance.
The Fund is newly formed and has no operating history.
A commission may apply when buying or selling an ETF.
Index Definitions | Industry Terms and Definitions
The Polen Capital International Growth ETF is distributed by ALPS Distributors, Inc.
