3Q2019 – 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.
  • During the third quarter of 2019, the Polen International Small Company Growth Composite Portfolio (the “Portfolio”) returned -1.71% on a gross of fees basis compared to
    -1.19% for the MSCI All Country World ex-USA Small Cap Index (the “Index”).
  •  Year-to-date 2019, the Portfolio returned 23.98% gross of fees compared to the Index return of 10.27%. The Portfolio outperformed the Index by 1,371 basis points year to date.

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