Polen Global Growth Fund Investor Class (PGIRX)

Overview

The fund operates within the investment sector, focusing on large capitalization companies with a market capitalization of more than $5 billion at the time of purchase. It maintains a focused portfolio, usually comprising 25 to 40 common stocks, that spans both developed and emerging markets worldwide. By investing in at least three different countries and allocating a significant portion of its assets to non-U.S. equity securities, the fund ensures a global diversification strategy. Despite its global outreach, the fund is classified as non-diversified due to its concentration in a relatively small number of stocks.

Products and Services

• Focused Portfolio Investment

  This product involves the creation of a carefully selected portfolio containing approximately 25 to 40 common stocks of large capitalization companies from around the globe. The goal is to target firms that not only demonstrate significant market presence, with capitalizations exceeding $5 billion, but also show potential for growth and stability across various economic conditions.

• Global Market Access

  The fund offers investors exposure to a wide array of markets by investing in companies located in at least three different countries. This inclusivity spans both developed nations and emerging markets, aiming to provide a balanced mix that capitalizes on global economic trends and opportunities.

• Non-U.S. Equity Securities Investment

  A fundamental strategy of the fund is its commitment to invest a substantial portion of its assets in non-U.S. equity securities. Typically, this allocation is at least 40% of its net assets; however, in less favorable conditions, the minimum threshold is adjusted to 30%. This strategy not only diversifies the investment pool but also mitigates risks associated with the fluctuating U.S. market.