| ASML.AS | ASML Holding NV | 8.06% |
| MELI | MercadoLibre Inc | 5.98% |
| 8035.T | Tokyo Electron Ltd | 5.96% |
| SU.PA | Schneider Electric SE | 5.73% |
| SPOT | Spotify Technology SA | 5.61% |
| SHOP | Shopify Inc Registered Shs -A- Subord Vtg | 5.14% |
| LONN.SW | Lonza Group Ltd | 4.86% |
| ASM.AS | ASM International NV | 4.59% |
| 0700.HK | Tencent Holdings Ltd | 4.15% |
| 6146.T | Disco Corp | 3.88% |
PCIG aims to deliver sustainable, above-average earnings growth and long-term stock price appreciation within the global ex-US equity market. The strategy is rooted in fundamental research, selecting 25-35 large-cap growth companies with a sustainable edge like consistent earnings growth, robust balance sheets, and shareholder-oriented management teams. Such companies are selected within industries characterized by high barriers to entry, such as those requiring substantial capital investment, government approvals, or significant intellectual property. Moreover, it integrates ESG factors into the investment process. While the fund may concentrate investments in the consumer discretionary and financial sectors, it avoids over-concentration in any one industry. Investments are typically held for the long term but are subject to period review and potential sale based on changing market conditions, company performance, or perceived threats to competitive advantage.
Polen Capital International Growth ETF · Issued by Polen
No recent news for PCIG. The ingest cron pulls every 15 minutes during market hours.