Although the market can sometimes be out of sync with fundamentals, it is the underlying earnings growth that drives performance in the long run. Based on this philosophy, Polen Growth Fund invests in its best growth and quality ideas with an investment horizon
Companies with structural and competitive advantages can sustain higher earnings and free cash flows for longer periods of time, generating superior returns for patient investors. Julian Pick, portfolio manager of the Polen Global Growth Fund, and his team of researchers look for such companies around the world, applying a
