5Perspectives Growth Opportunities

Polen Capital Management, LLC is an independent registered investment advisor.

The Russell 3000 Growth Index is a market capitalization weighted index that measures the performance of the growth segment of the broad U.S. equity universe. It includes Russell 3000 companies with higher price-to-book ratios and higher forecasted growth values. It is impossible to invest directly in an index. The performance of an index does not reflect any transaction costs, management fees, or taxes.

ESG refers to Environmental, Social, and Governance criteria. The 5Perspectives Growth Opportunities strategy integrates material environmental, social, and governance (ESG) factors into research analysis as part of a comprehensive evaluation of a company’s long-term financial sustainability. There is a risk that the investment techniques and risk analyses applied, including but not limited to the integration of ESG factors into the research analysis, will not produce the desired results and that legislative, regulatory, or tax developments may affect the investment techniques available. There is no guarantee that the investment objective will be achieved.

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