Polen International Growth Investor (POIRX)

This fund typically allocates capital to a concentrated portfolio, generally comprising 25 to 35 equity positions. It targets large-capitalization businesses, defined as those with market valuations exceeding $5 billion at the time of purchase, across both mature and growth markets. A key selection criterion is the Adviser's assessment of a company's robust and lasting competitive edge. The majority of its investments are directed towards international (non-U.S.) stocks. This particular fund is categorized as non-diversified.