Discipline Through Cycles. Results Over Time.

Source: Bloomberg. Past performance is not indicative of future results. Performance figures are presented gross and net of fees and have been calculated after the deduction of all transaction costs and commissions and include the reinvestment of all income. Net of fee performance was calculated using either actual management fees or highest fees for fund structures. The performance shown does not necessarily reflect returns that would be achieved under current or future market conditions. Certain periods presented include times of rapid equity appreciation, economic expansion, and accommodative monetary policy. Market dynamics during such periods may differ materially from current or future environments. Investors should evaluate performance over a full market cycle and consider whether past results are an appropriate comparison to current market conditions.

Important Disclosures: 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, and the receipt of this information at any time thereafter will not create any implication that the information and/or statements are made as of any subsequent date. Certain information contained herein is derived from third parties beyond Polen Capital’s control or verification and involves significant elements of subjective judgment and analysis. While efforts have been made to ensure the quality and reliability of the information herein, there may be limitations, inaccuracies, or new developments that could impact the accuracy of such information. Therefore, the information contained herein is not guaranteed to be accurate or timely and does not claim to be complete. Polen Capital reserves the right to supplement or amend this content at any time but has no obligation to provide the recipient with any supplemental, amended, replacement or additional information.

Any statements made by Polen Capital regarding future events or expectations are forward-looking statements and are based on current assumptions and expectations. Such statements involve inherent risks and uncertainties and are not a reliable indicator of future performance. Actual results may differ materially from those expressed or implied. There is no assurance that any securities discussed herein are currently held in a Polen Capital portfolio nor that they are representative of the entire portfolio in which they are or were held. It should not be assumed that any transactions related to the securities discussed herein were (or will prove to be) profitable or that any future transactions will equal the investment performance of the securities discussed herein..

References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations. All performance is calculated in US Dollars. 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.

Performance is calculated from the Portfolio’s lowest month-end value (‘trough”) during each macroeconomic event. Excess return is the Portfolio’s annualized return minus the respective benchmark’s annualized return over the respective periods. Average excess return is the arithmetic average of the annual excess returns over the respective periods. Forward return is the annualized return over the subsequent 1-, 3-, 5-, or 10-year period, measured from the stated date to the end of the respective period. The Russell 1000® Growth Index is a market capitalization weighted index that measures the performance of the large-cap growth segment of the U.S. equity universe. The S&P 500® Index is a market capitalization weighted index that measures 500 common equities that are generally representative of the U.S. stock market. It is impossible to invest directly in an index. The performance of an index does not reflect any transaction costs, management fees, or taxes. 

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