Opinions and views expressed constitute judgment as of the period indicated, may involve assumptions and estimates that are not guaranteed, and are subject to change without notice.
This information has been prepared 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. There is no assurance that Polen Capital’s investment process or research framework will identify successful investments or that any investment will achieve its objective.
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).
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. International Equity strategies invest primarily in non-U.S. securities and are subject to additional risks, including currency fluctuations, political and economic instability, differing accounting standards, and varying regulatory environments.
Polen Capital Management, LLC is an independent registered investment advisor.
Past performance is not indicative of future results.
The MSCI ACWI ex USA Small Cap Index is a market capitalization weighted equity index that captures small-cap representation across developed and emerging market countries (excluding the U.S.). The index is maintained by Morgan Stanley Capital International. 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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