The Polen International Small Company Growth Fund is managed by Rob Forker, Portfolio Manager and Analyst with 22 years of investment experience, and Troy Renauld, CFA, Portfolio Manager and Analyst with 9 years of industry experience. The fund launched in January 2019 and represents part of Polen Capital's broader international growth strategy suite. However, the fund faces significant challenges with assets declining from $17.1 million to $7.98 million and catastrophic 2025 year-to-date performance of -43.4%. The concentrated portfolio approach focuses on high-quality international small-cap growth companies but has struggled to deliver competitive returns relative to benchmarks and peers. Distribution is handled by Foreside Funds Distributors LLC, independent of Polen Capital Management.

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We believe that consistent earnings growth is the primary driver of intrinsic value and long-term stock appreciation. We seek to invest in companies with a durable earnings profile driven by a sustainable competitive advantage, financial strength, sound Environmental, Social, and Governance (ESG) practices, proven management teams and powerful products/services. By thinking and investing like a business owner and taking a long-term investment approach, we believe we can preserve capital and provide stability across market cycles. The fund employs a concentrated approach typically holding 25-40 companies, focusing on international small-capitalization companies outside the United States with a benchmark against the MSCI ACWI Ex-US Small Cap Index.

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