Perspectives | Polen Capital | Active Investment Manager

1Q2023 – Emerging Markets Growth Commentary

We remain focused on owning companies with competitive advantages that we believe can compound earnings and cash flows over the long term

In a macro-driven environment, we maintain focus on competitively advantaged, financially flexible businesses

In market uncertainty, we continue to take advantage of new compelling opportunities

During market volatility, our disciplined framework allows us to deploy capital opportunistically

In unprecedented market environment, our focus remains on high-quality growth companies

We believe the Portfolio is compellingly valued as it continues to be geared for growth at above market rates

Our goal is to construct a portfolio that is comprised of the highest quality, most competitively advantaged businesses around the globe

We believe owning cash-rich, competitively advantaged businesses avoids the perils of leverage and lack of differentiation

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