Polen Growth Fund Institutional Class POLIX NASDAQ

Polen Growth Fund Institutional Class is a non-diversified fund that invests primarily in a focused portfolio of large-capitalization common stocks, targeting companies with market capitalizations exceeding $5 billion at the time of purchase that demonstrate sustainable competitive advantages according to the Adviser's analysis. While the fund does not concentrate 25% or more of its net assets in any single industry, it may strategically focus its investments in specific economic sectors or stock market segments based on market opportunities. This approach allows the fund to maintain flexibility in sector allocation while pursuing growth through companies with durable competitive positions.