Polen International Growth Institutional

The fund strategically allocates its capital to a concentrated selection of approximately 25 to 35 common stocks. These holdings represent large-capitalization companies, defined as having a market valuation exceeding $5 billion when acquired, across both established and developing global markets. The investment adviser seeks out businesses that, in their judgment, demonstrate a durable competitive advantage. A significant portion of its assets are invested in non-U.S. equity instruments. It is characterized as a non-diversified fund.