Dan Davidowitz, CFA, serves as Portfolio Manager with 26 years of investment experience and is a controlling person of Polen Capital Management. Damon Ficklin functions as Head of Team and Portfolio Manager, bringing 24 years of experience and also serves as a controlling person of the firm. Both managers are employee-owners of Polen Capital, ensuring strong alignment with client interests. The team employs a bottom-up, fundamental research process integrated with sustainability factors as part of comprehensive financial risk evaluation. They focus on identifying high-quality growth companies capable of delivering consistent above-average earnings growth through solid franchises, strong balance sheets, experienced management teams, and leading products or services.

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Polen Capital's Focus Growth strategy seeks to achieve long-term growth of capital by identifying a concentrated portfolio of competitively advantaged businesses with potential for sustainable, above-average earnings growth. The firm believes that consistent earnings growth is the primary driver of intrinsic value and long-term stock appreciation. They seek to invest in companies with a durable earnings profile driven by sustainable competitive advantage, financial strength, sound ESG practices, proven management teams, and powerful products/services. By thinking and investing like a business owner and taking a long-term investment approach, they believe they can preserve capital and provide stability across market cycles.

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