Polen Capital China Growth ETF (PCCE) Research

The Polen Capital China Growth ETF (PCCE) seeks to achieve superior and sustainable profit expansion alongside sustained capital appreciation within China's equity market. Its strategy is driven by in-depth fundamental analysis, focusing on a concentrated portfolio of 25-40 Chinese growth companies. These firms are chosen for their enduring competitive advantages, which include robust balance sheets, consistent earnings growth, and management teams aligned with shareholder interests. Such enterprises are often found in industries with substantial barriers to entry, like those demanding significant capital investment, extensive government approvals, or unique intellectual property. ESG considerations are also woven into the investment framework. Although the fund may focus its holdings within the consumer discretionary and financial sectors, it diligently prevents over-concentration in any individual industry. Holdings are generally maintained for the long term but undergo continuous review and potential divestment if market dynamics change, corporate performance declines, or competitive advantages appear at risk.

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