This video has been prepared without taking into account individual objectives, financial situations or needs.  As such, it is for informational purposes only and is not to be relied on as, legal, tax, business, investment, accounting or any other advice. Viewers of the content should seek their own independent financial advice. Opinions and views expressed constitute the judgment of Polen Capital as of the date of this video and may involve a number of assumptions and estimates which are not guaranteed, and are subject to change without notice. Although the information and any opinions or views given have been obtained from or based on sources believed to be reliable, no warranty or representation is made as to their correctness, completeness or accuracy. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice, including any forward-looking estimates or statements which are based on certain expectations and assumptions. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations. There can be no assurance that Polen Capital will be able to implement its investment strategy or invest in companies with the characteristics mentioned herein. This disclosure does not identify all the risks (direct or indirect) or other considerations which might be material when entering a financial transaction. Investing involves inherent risks and any particular investment is not suitable for all investors; there is always a risk of losing part or all of your invested capital.

Past performance is not indicative of future results. Historical performance discussed does not necessarily reflect performance achieved under current market conditions. Historical periods of performance discussed were marked by a lack of liquidity, falling prices for public equity, and unusually high market volatility. Returns may be materially different in other types of market environments. Investors should consider such factors to determine whether past returns are an appropriate comparison to current markets. 

The information provided in this video should not be construed as a recommendation to purchase or sell any particular security. There is no assurance that any securities discussed will be in the portfolio at the time you review this video or that any securities sold have not been repurchased. The securities discussed do not necessarily represent the entire portfolio. It should not be assumed that any of the securities transactions or holdings discussed were or will prove to be profitable or that any investment recommendations we make in the future will equal the investment performance of the securities discussed herein. For a complete list of Polen’s past specific recommendations holdings and current holdings as of the current quarter end, please contact [email protected].

The volatility and other material characteristics of the indices referenced may be materially different from the performance achieved by an individual investor. In addition, an investor’s holdings may be materially different from those within the index. Indices are unmanaged and one cannot invest directly in an index. The Russell 1000® Growth Index is a market capitalization weighted index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The index is maintained by the FTSE Russell, a subsidiary of the London Stock Exchange Group. The S&P 500® Index is a market capitalization weighted index that measures 500 common equities that are generally representative of the U.S. stock market. The index is maintained by S&P Dow Jones Indices.