This information has been prepared by Polen Capital without taking into account individual objectives, financial situations or needs. As such, it is for informational purposes only and is not to be relied on as legal, tax, business, investment, accounting, or any other advice. Recipients should seek their own independent financial advice. Investing involves inherent risks, and any particular investment is not suitable for all investors; there is always a risk of losing part or all of your invested capital.
No statement herein should be interpreted as an offer to sell or the solicitation of an offer to buy any security (including, but not limited to, any investment vehicle or separate account managed by Polen Capital). This information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation.
Unless otherwise stated, any statements and/or information contained herein is as of the date represented above. Certain information contained herein is derived from third parties beyond Polen Capital's control or verification.
References to specific securities, asset classes, investment themes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations. It should not be assumed that any securities discussed were or will prove to be profitable. The investment theme discussed is intended to illustrate one aspect of the portfolio or investment process. Portfolio holdings, exposures, and themes are subject to change and individual client portfolios and exposures may differ.
Past performance is not indicative of future results.
This information may not be redistributed and/or reproduced without the prior written permission of Polen Capital.