Webinar Replay: Pursuing Growth Beyond the U.S.


In this webinar replay we discuss the compelling case for increasing international exposure while maintaining exposure to U.S. equities. We further examine the dynamic landscape of international markets and showcase examples of quality growth companies from around the world.
iM Global Fund Management is ultimately responsible for the performance of the fund due to its responsibility to oversee the fund’s investment manager and recommend its hiring, termination and replacement .
Past performance does not guarantee future results. Index performance is not illustrative of fund performance. An investment cannot be made directly in an index. This fund is new and performance information is not available. Once performance is available, it may be obtained by calling 1-800-960-0188 or by visiting www.imgpfunds.com
The fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, and it may be obtained by calling 1-800-960-0188, or visiting impfunds.com. Read it carefully before investing.
The Fund invests in emerging market and foreign securities. Investment in foreign (non‑U.S.) securities and emerging market securities may cause the Fund to experience more rapid and extreme changes in value due to economic, political and social instability of such countries.
Because the Fund is “non‑diversified,” it may invest a greater percentage of its assets in the securities of a single issuer.
Because the Fund may take into consideration the environmental, social and governance characteristics of portfolio companies in which it may invest, the Fund may select or exclude securities of certain issuers for reasons other than potential performance.
Opinions and views expressed constitute the judgment of Polen Capital as of the date of this email, 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. The views and strategies described may not be suitable for all clients. 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. This document does not identify all the risks (direct or indirect) or other considerations which might be material when entering any financial transaction.
The information provided in this document should not be construed as a recommendation to purchase or sell any particular security. There is no assurance that any securities discussed herein will be in the fund at the time you receive this document or that any securities sold have not been repurchased. The securities discussed do not necessarily represent the fund’s entire portfolio. Actual holdings will vary depending on the size of the account, cash flows, restrictions, and any trade orders in progress on the date as of when holdings are shown. 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 past specific recommendations holdings and current holdings as of the current quarter end, please contact [email protected].
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