- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 1825 NW Corporate Boulevard, Suite 300 Boca Raton FL United States of America 33431
- IPO Date
- Aug 30, 2023
- Business
- Polen Capital Global Growth ETF (PCGG) is an actively managed, fully transparent exchange-traded fund that seeks long-term capital growth by investing primarily in a high-conviction portfolio of 25-40 large-cap global growth companies demonstrating sustainable earnings growth, high returns on capital, and competitive advantages; the fund emphasizes equity securities across sectors such as technology (approximately 41%), financial services (20%), and healthcare (15%), with top holdings including Amazon.com Inc., Oracle Corp., Shopify Inc., Microsoft Corp., and Paycom Software Inc.; it provides exposure to U.S. stocks (78%), non-U.S. stocks (19%), and cash equivalents, investing in at least three countries and typically at least 40% of assets outside the United States, including regions like the Eurozone, Canada, Latin America, and the United Kingdom.
Launched on August 29, 2023, and listed on NYSE Arca, PCGG operates in the global large-stock growth category with total net assets of approximately $188 million, a gross expense ratio of 0.85%, and is managed by Polen Capital's Large Company Growth team led by Portfolio Managers Damon Ficklin and Stephen Atkins.
The ETF is distributed by ALPS Distributors, Inc., with iM Global Partner Fund Management serving as the investment advisor and Polen Capital as subadvisor; it was Polen Capital's inaugural ETF, launched in partnership with iM Global Partner, followed by the March 2024 introduction of companion ETFs Polen Capital International Growth (PCIG) and Polen Capital China Growth (PCCE), with additional equity ETFs such as Focus Growth (PCLG) and Emerging Markets ex-China Growth (PCEM) expanding the suite.
In 2025, Polen Capital added NVIDIA Corp., Broadcom Inc., and Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) to the PCGG portfolio, positioning for long-term contributions from the AI infrastructure buildout amid quarterly performance adjustments.