Introducing International Equity

Introducing International Equity

A new partnership broadens access to a top-quartile¹ international equity strategy.

Independent, High-Conviction Investing with Global Reach

Polen Capital is a global asset manager delivering active, high-conviction, and competitively advantaged growth equity, and high yield credit strategies.

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The Polen Capital Advantage

Clear Mission, Vision, & Values

Investment Differentiation

Resilient Operating Model

1As of June 30, 2026. Source: eVestment, LLC. Polen Capital compensates eVestment with a subscription fee that enables Polen Capital to access the eVestment database; however, Polen Capital does not specifically pay eVestment to obtain the rankings set forth above. The universe represented is the eVestment ACWI ex-US Large Cap Growth Equity universe. Per eVestment, such universe comprises products that primarily invest in large capitalization stocks that are expected to have an above-average capital appreciation rate relative to the market. Common benchmarks for this universe include the MSCI ACWI ex-US and MSCI ACWI ex-US Growth. eVestment collects information directly from investment management firms and other sources believed to be reliable; however, eVestment does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with additional disclosure available on eVestment’s systems and other important considerations, such as fees that may be applicable with respect to the specific investment products. Data and information from third-party databases, such as those sponsored by eVestment, are self-reported by investment management firms that generally pay a subscription fee to access such database. Past performance is not indicative of future results. Since inception results are from April 1, 2016 for the International Equity strategy. Performance represents results achieved at prior firms. The MSCI ACWI ex USA Index is a market capitalization weighted equity index that measures the performance of large and mid-cap segments across developed and emerging market countries (excluding the U.S). The index is maintained by Morgan Stanley Capital International. It is impossible to invest directly in an index. The performance of an index does not reflect any transaction costs, management fees, or taxes.

Certain statements herein are forward-looking, including statements regarding expected client-asset transitions and future product availability. These statements reflect current expectations, are subject to change, and there can be no assurance they will be realized.

Performance is presented in U.S. dollars. Past performance does not guarantee future results, and current performance may be lower or higher than that shown. Investing involves risk, including possible loss of principal; international and emerging-market investing involves additional risks, including currency fluctuation and greater volatility. Polen Capital claims compliance with the Global Investment Performance Standards (GIPS). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. This presentation is supplemental information to the fully compliant composite performance disclosure available at polencapital.com.