Perspectives | Polen Capital | Active Investment Manager

2Q2023 – Opportunistic High Yield Commentary

Despite the uncertain environment, we still maintain a constructive view of the market

As investors, we focus our attention on the long-term fundamentals of the companies we own

Our focus on quality companies, competitive advantages, and growth for long-term is crucial in market uncertainty

In market volatility, high-quality businesses can continue to invest in long-term growth initiatives, positioning themselves to gain market share

High-quality companies with effective management teams and robust business models, can provide stability in volatile market conditions

We believe the Portfolio is compellingly valued and geared for growth at above-market rates

We believe the companies we own will perform well regardless of the economic environment

The Portfolio is on pace for better than 20% earnings per share growth in 2023

Watch as Polen Focus Growth portfolio manager Dan Davidowitz hosts an engaging & timely conversation on market opportunities & challenges