Polen Focus Growth ETF (PCLG)

Overview

PCLG aims for long-term capital growth by investing in approximately 25 to 40 large-cap companies situated in both developed and emerging markets. The fund's strategy is centered on selecting growth stocks that are perceived to demonstrate consistent earnings growth. It also takes into account a company's competitive advantage within industries characterized by high barriers to entry. Key characteristics of investments include the potential for consistent and sustainable returns on capital, robust earnings growth, positive free cash flow, strong balance sheets, and capable management teams.

The fund diversifies its investments by including growth stocks from at least three different countries, with a focus on allocating 30-40% of its portfolio to non-US securities based on its evaluation of global market conditions. Additionally, the sub-advisor integrates Environmental, Social, and Governance (ESG) factors in its assessment to ensure long-term financial sustainability. Operating as an actively managed ETF, the fund possesses full discretion to modify its holdings at any time. Upon launch, the fund started with an impressive asset base of 109.4 million.

Products and Services

• Actively Managed ETF

  The fund operates as an actively managed Exchange-Traded Fund, allowing it to make real-time investment decisions to optimize returns and adjust holdings as market conditions change. This flexibility enables the fund to respond swiftly to new opportunities and challenges in the investment landscape.

• Long-Term Capital Growth Investments

  Focusing on long-term capital appreciation, the fund identifies and invests in large-cap growth stocks that are expected to have sustainable earnings growth. This long-term horizon helps to minimize volatility and maximize potential returns for investors.

• Global Diversification

  The fund targets investments in both developed and emerging markets, ensuring a diverse geographical footprint. This approach not only mitigates risks associated with domestic markets but also capitalizes on growth opportunities worldwide.

• ESG Integration

  The sub-advisor incorporates ESG considerations into the investment evaluation process. This commitment enhances the assessment of long-term financial sustainability, aligning investor interests with responsible financial practices.

• Focus on Competitive Advantage

  PCLG seeks companies with a distinct competitive edge in their industries, particularly those with high barriers to entry. This strategic focus on competitiveness enhances the potential for future growth and profitability.

• Comprehensive Investment Criteria

  The fund uses a comprehensive set of criteria to evaluate potential investments, including measures such as return on capital, free cash flow, strong balance sheets, and effective management teams.