Overview
Investment Objective
Polen Capital Emerging Markets ex-China Growth ETF (PCEM) seeks to achieve long-term growth of capital. The advisor seeks to achieve long-term growth of capital by building a concentrated portfolio of competitively advantaged emerging markets businesses domiciled outside of China with sustainable, above-average earnings growth.
DUE DILIGENCE TOOLKIT
NET ASSET VALUE
10.2713
As of 09/17/2024
1 DAY NAV CHANGE
0.10 (0.96%)
As of 09/17/2024
YTD RETURN
-
As of 09/17/2024
TOTAL EXPENSE RATIO
1.00%
Managers
Dafydd Lewis, CFA
Portfolio Manager & AnalystDafydd is lead Portfolio Manager of Polen Capital’s Emerging Markets ex China strategy and co-Portfolio Manager of the firm’s Global Emerging Markets Growth strategy. Prior to joining Polen Capital in 2021, Dafydd was an Emerging Market Portfolio Manager at LGM Investments, overseeing the firm’s Frontier Markets strategy and being a member of the Investment Leadership team. Dafydd began his career at HSBC in 2003 and has been involved in Emerging Markets investing since 2005. He earned a BSc in Economics (Hons) from the University of Bath. Dafydd is a CFA® charter holder.
Damian Bird, CFA
Head of Team, Portfolio Manager & AnalystDamian heads the Emerging Markets Growth Team and is lead Portfolio Manager of Polen Capital’s Emerging Markets Growth strategy. Prior to joining Polen Capital in 2019, Damian was an Emerging Market Portfolio Manager at LGM Investments. Damian began his career at Arisaig Partners as an Investment Analyst, primarily focusing on consumer companies in the developing world. Damian received a B.A. in History & Economics from the University of Oxford and has lived and worked in Singapore, Dubai, and South Africa. Damian is a CFA® charter holder.
Dafydd Lewis, CFA
Portfolio Manager & AnalystDafydd is lead Portfolio Manager of Polen Capital’s Emerging Markets ex China strategy and co-Portfolio Manager of the firm’s Global Emerging Markets Growth strategy. Prior to joining Polen Capital in 2021, Dafydd was an Emerging Market Portfolio Manager at LGM Investments, overseeing the firm’s Frontier Markets strategy and being a member of the Investment Leadership team. Dafydd began his career at HSBC in 2003 and has been involved in Emerging Markets investing since 2005. He earned a BSc in Economics (Hons) from the University of Bath. Dafydd is a CFA® charter holder.
Damian Bird, CFA
Head of Team, Portfolio Manager & AnalystDamian heads the Emerging Markets Growth Team and is lead Portfolio Manager of Polen Capital’s Emerging Markets Growth strategy. Prior to joining Polen Capital in 2019, Damian was an Emerging Market Portfolio Manager at LGM Investments. Damian began his career at Arisaig Partners as an Investment Analyst, primarily focusing on consumer companies in the developing world. Damian received a B.A. in History & Economics from the University of Oxford and has lived and worked in Singapore, Dubai, and South Africa. Damian is a CFA® charter holder.
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.
- They adhere to a time-tested process driven by rigorous fundamental research
- They invest for the long haul and with a business owner’s mindset
- They remain passionate about their mission to protect and grow capital
Fund Data
Portfolio Holdings
- To view our most recent portfolio holdings, please click here.
Fund holdings and/or sector allocations are subject to change at any time and are not recommendations to buy or sell any security.
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DISCLOSURE
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 Emerging Markets ex-China 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 Emerging Markets ex-China Growth ETF is distributed by ALPS Distributors, Inc.