The Polen Capital Global Growth ETF (the “Fund”) seeks to achieve long-term growth of capital.
Overview
PCGG is an actively managed, fully transparent ETF that aims to generate long-term growth of capital. We seek to create:
Damon joined Polen Capital in 2003. He heads the Large Company Growth strategy. From 2012 through June 30, 2019, Damon was a co portfolio manager on the Focus Growth strategy. Prior to joining Polen Capital, Damon spent one year working as an equity analyst with Morningstar and four years as a tax consultant to Fortune 500 companies with Price Waterhouse. Damon graduated Magna Cum Laude from the University of South Florida with a B.S. in Accounting, earned an M.S. in Accounting (magna cum laude) from Appalachian State University, and earned an M.B.A. with high honors from The University of Chicago Booth School of Business. He serves on the Investment Committee to the Board of the Make A Wish Foundation of Southern Florida.
Bryan Power joined Polen Capital in 2016. Prior to joining the firm, Brian spent two years as an Associate in equity research and institutional equities at Oppenheimer & Co. Prior to that, he spent almost three years working in various equity related analytical roles at Bloomberg LP. Brian received a B.A. in Economics and Business (cum laude) from Johns Hopkins University, where he was a student athlete, and earned an M.B.A. from The University of Chicago Booth School of Business. Brian is a CFA® charterholder and member of the CFA Society of South Florida.
Damon joined Polen Capital in 2003. He heads the Large Company Growth strategy. From 2012 through June 30, 2019, Damon was a co portfolio manager on the Focus Growth strategy. Prior to joining Polen Capital, Damon spent one year working as an equity analyst with Morningstar and four years as a tax consultant to Fortune 500 companies with Price Waterhouse. Damon graduated Magna Cum Laude from the University of South Florida with a B.S. in Accounting, earned an M.S. in Accounting (magna cum laude) from Appalachian State University, and earned an M.B.A. with high honors from The University of Chicago Booth School of Business. He serves on the Investment Committee to the Board of the Make A Wish Foundation of Southern Florida.
Bryan Power joined Polen Capital in 2016. Prior to joining the firm, Brian spent two years as an Associate in equity research and institutional equities at Oppenheimer & Co. Prior to that, he spent almost three years working in various equity related analytical roles at Bloomberg LP. Brian received a B.A. in Economics and Business (cum laude) from Johns Hopkins University, where he was a student athlete, and earned an M.B.A. from The University of Chicago Booth School of Business. Brian is a CFA® charterholder and member of the CFA Society of South Florida.
Fund holdings and/or sector allocations are subject to change at any time and are not recommendations to buy or sell any security.
The Polen Capital Global Growth ETF (NYSE: PCGG) responds to growing client demand and marks the initial offering in a planned suite of ETFs set to debut in 2024. 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 Global 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 Global Growth ETF is distributed by ALPS Distributors, Inc.