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Core Insights - The Polen Focus Growth Portfolio is managed by experienced professionals with a combined 50 years in the industry, focusing on high-quality growth investing [1][2] Performance Overview - The performance data indicates that the Polen Focus Growth strategy has shown varying results over the years, with a gross return of 4.69% for the past year and an annualized return of 13.48% over ten years [12] - The portfolio's net return for the past year is 3.92%, while the Russell 1000 Growth Index and S&P 500 Index have returns of 18.56% and 17.88% respectively for the same period [12] Assets Under Management - As of 2024, total assets under management (AUM) for the Polen Focus Growth Composite reached $52.943 billion, with a significant increase from $48.143 billion in 2022 [12] - The number of accounts managed under this strategy has also seen growth, with 21,135 accounts reported in 2024 compared to 18,053 in 2022 [12] Investment Strategy - The Polen Focus Growth strategy is characterized by a concentrated portfolio of high-quality companies, which are not constrained by EU diversification regulations [15] - The strategy adheres to the Global Investment Performance Standards (GIPS), ensuring compliance and reliability in performance reporting [16] Historical Performance - The Polen Focus Growth Composite has experienced fluctuations in performance, with a notable decline of -37.51% in 2022, followed by a recovery to 40.05% in 2023 [12] - The annualized performance figures show a consistent growth trend over the long term, with a gross return of 24.71% in 2021 and 34.64% in 2020 [12] Fee Structure - The management fee for institutional accounts is set at 75 basis points for the first $50 million and 55 basis points for amounts above that [20] - The Polen Growth Fund, included in the Focus Growth Composite, has a management fee of 85 basis points, with total annual operating expenses up to 1.25% [21]