WEBINAR RECORDING

Damon Ficklin, Head of Team and Portfolio Manager of the Polen Capital Global Growth Fund was joined by Roger Montgomery to discuss:

• An update on the Polen Capital Global Growth Fund including a dive into the portfolio holdings’ contributing to the Fund’s performance.
• Polen Capital’s investment thesis in Amazon, the largest position in the portfolio.
• Hidden opportunities beyond the "Magnificent Seven".
• Insights on the outlook for global equities and how investors should approach 2024.
• The important role of quality in growth investing.