2Q2019 – International Small Company Growth Commentary

  • The Polen International Small Company Growth strategy launched January 2, 2019 with an objective aligned with our firm’s mission: preserve and grow client assets to protect their present and enable their future.
  • We will seek to achieve the strategy’s objectives through concentrated investments in high-quality small company growth businesses outside the United States.
  • For the second quarter of 2019, the Polen International Small Company Growth Composite Portfolio (the “Portfolio”) returned 8.52% gross of fees versus the MSCI All Country World
    (ex-US) small capitalization index return of 1.21%. The Portfolio outperformed the benchmark by 731 basis points for the period.
  • Year-to-date 2019, the Portfolio returned 26.15% gross of fees. The MSCI All Country World (ex-USA) Small Cap Index (the “Index”) returned 11.59%. The Portfolio outperformed the Index by 1,456 basis points year to date.

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