Can Diversification and Concentration Coexist?
Our best downside protection is knowing what we own.
Important Disclosures
This video is limited in scope and is not meant to provide comprehensive descriptions of the topics mentioned herein. Moreover, this video has been prepared without taking into account individual objectives, financial situations, or needs. As such, this video is for informational discussion purposes only and is not intended to be relied on as legal tax, business, investment, accounting, or any other advice. Viewers should seek their own independent investment advice. 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.
No statement herein should be interpreted as an offer to sell or the solicitation of an offer to buy any security (including, but not limited to, any investment vehicle or separate account managed by Polen Capital). Viewers acknowledge and agree that the information contained in this video is not a recommendation to invest in any particular investment, and Polen Capital is not hereby undertaking to provide any investment advice to any person. This video is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation.
Unless otherwise stated, the statements herein are made as of December 2024 and the delivery of this presentation at any time thereafter will not create any implication that the statements are made as of any subsequent date. Certain information contained herein is derived from third parties beyond Polen Capital’s control or verification and involves significant elements of subjective judgment and analysis. While efforts have been made to ensure the quality and reliability of the information herein, there may be limitations, inaccuracies, or new developments that could impact the accuracy of such information. Therefore, this video is not guaranteed to be accurate or timely and does not claim to be complete. Polen Capital reserves the right to supplement or amend this video at any time but has no obligation to provide the recipient with any supplemental, amended, replacement, or additional information.
Any statements made by Polen Capital regarding future events or expectations are forward-looking statements and are based on current assumptions and expectations. Such statements involve inherent risks and uncertainties and are not a reliable indicator of future performance. Actual results may differ materially from those expressed or implied.
Past performance is not indicative of future results.
