Polen Capital

As Pride Month ends, it's important to reflect on the significance of this annual celebration and the progress that has been made towards LGBTQ+ rights and equality. Throughout the month of June, Polen employees around the world came together to honor the LGBTQ+ community, raise awareness, and practice allyship, and we continue to make space for each employee to show up as their whole self. #pridemonth

When considering global economic activity, it's easy to assume that the US dominates the market. However, the reality might surprise you. Listen to Todd Morris, Portfolio Manager and Analyst, discuss where the Polen Large Company Growth team sees international growth opportunities. https://bit.ly/4cdhdit

Cracking session from our very own Mark McFee at IMpower Incorporating FundForum just a moment ago covering the European fund distribution landscape looking forward. The session utilised the findings of our 2024 European Fund Selector Study (EuroFSS) to give a packed house unique insight from nearly 900 retail and institutional fund buyers. Thanks to Renato Guerriero James Gruver Anne-Sophie Girault and Christophe Girondel for taking part.

This month we welcomed our summer interns to Polen Capital. We believe that this internship will provide valuable learning experiences and opportunities to grow both personally and professionally. We look forward to working with you and wish you a successful summer internship!

As life spans increase and the global population ages, more attention is being paid to health and chronic health issues, fueling a need for sophisticated monitoring and innovative treatments. Our investment teams consider medtech investment prospects to capitalize on this trend, particularly beyond US borders. In this recent thought capital piece, Todd Morris and Daniel Fields, CFA, portfolio managers for our International Growth strategy, discuss their views on the medtech sector and where they see investment opportunities. https://bit.ly/3zawsK8

Polen won the Best DEI Initiative Award at the With Intelligence Mutual Fund and ETF Awards for the second straight year. The award recognized Polen as an asset manager who has done an exceptional job in promoting diversity, equality, and inclusion across the business. This includes the summer intern program, which stands out among the competition in terms of how we recruit, mentor, and level the playing field for underrepresented groups.

Our US employees proudly participated in this year's Pride Parades in Boston and South Florida. At Polen, we are proud to celebrate and honor the rich, diverse, and creative culture of LGBTQ+ communities. #pridemonth

Dan Davidowitz, portfolio manager of Polen's Focus Growth strategy, recently sat down with Troy Asset Management Limited's 'Far From the Finishing Post' podcast to discuss the Large Company Growth investment team and the disciplined approach that has contributed to the strategy's longevity. https://bit.ly/4bLcFzx

Juneteenth is a day to celebrate freedom, honor the past, and empower change. It is a time to reflect on the progress we have made and the work that still lies ahead. By coming together, educating ourselves, and taking action, we can contribute to a more equitable and just society for all. Let us embrace the spirit of Juneteenth and strive for a future where freedom and equality are truly universal. https://bit.ly/3RCD1vx

Don't miss Polen's James Gruver, Managing Director of EMEA & APAC, at the IMpower Incorporating FundForum in Monte Carlo June 24-26. James will appear on a panel to discuss the most effective distribution strategies on the horizon for 2025.