On Wednesday, Polen Capital unveiled its latest fund, the Polen Capital Emerging Markets ex China Growth ETF (PCEM). PCEM is an actively managed ETF that seeks to offer long-term growth of capital.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian Keedy Guardian Wealth Advisors LLC / Nc | 5,331 | $53,523.24 | $58,854.24 | $5,331 | 9.96% |
| ARCA Exchange | US Country |
The fund is an innovative financial investment vehicle characterized by its non-diversified, actively-managed approach. Primarily investing in a carefully selected portfolio of 25 to 40 common stocks, it targets large capitalization companies that demonstrate a sustainable competitive advantage. These companies may be located anywhere in the world, encompassing both developed and emerging markets. This global perspective allows the fund to diversify its investment reach, despite its non-diversified fund status, by carefully choosing stocks that hold promise for future growth and stability, based on the informed opinion of its sub-advisor.
This product represents the core offering of the fund, leveraging an active management strategy to invest in a focused portfolio of approximately 25 to 40 common stocks. These stocks are of large capitalization companies that have a sustainable competitive advantage, spread across both developed and emerging markets worldwide. The actively-managed ETF aims to outperform its benchmarks and indices by making strategic investments based on the expert analysis and insights of its sub-advisor.