PCGG

Polen Capital Global Growth ETF

$11.96
+0.00%
Market closed. Last update: 10:55 PM ET

📎 Investment Objective

The Polen Capital Global Growth ETF (PCGG) seeks to provide long-term capital appreciation by investing in a portfolio of high-quality, growth-oriented companies located around the world.

Overview

ETF tracking Polen Capital Global Growth ETF

Issuer Other
Inception Date 2023-08-30
Market Cap $184.5M
Average Volume N/A
Dividend Yield N/A
52-Week Range $9.95 - $12.60
VWAP $11.97

Performance

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Investment Summary

📎 Investment Objective

The Polen Capital Global Growth ETF (PCGG) seeks to provide long-term capital appreciation by investing in a portfolio of high-quality, growth-oriented companies located around the world.

🎯 Investment Strategy

The fund invests primarily in the common stocks of large-capitalization companies that the portfolio managers believe have the potential for above-average long-term growth. The managers focus on companies with sustainable competitive advantages, strong management teams, and the ability to compound earnings over time.

✨ Key Features

  • Actively managed global equity fund focused on high-quality growth companies
  • Concentrated portfolio of 25-35 stocks across developed and emerging markets
  • Emphasis on companies with durable competitive advantages and consistent earnings growth
  • Low portfolio turnover to maximize tax efficiency

⚠️ Primary Risks

  • Market risk: The value of the fund's investments may decline due to general market conditions
  • Foreign investment risk: Investments in non-U.S. companies may be subject to additional risks such as currency fluctuations and political instability
  • Growth stock risk: Growth stocks may be more volatile than other types of stocks and may underperform the market as a whole
  • Concentration risk: The fund's concentrated portfolio may be more volatile than a more diversified fund

👤 Best For

The Polen Capital Global Growth ETF may be suitable for long-term investors seeking exposure to a portfolio of high-quality global growth companies. Investors should have a higher risk tolerance and a long-term investment horizon to allow the fund's strategy time to potentially compound returns.