Key stats
About Litman Gregory Funds Trust Polen Capital Global Growth ETF
Expense ratio
0.85%
Home page
Inception date
Aug 30, 2023
PCGG aims for long-term capital growth by primarily investing in 25-40 large-capitalization companies perceived to have high-quality attributes and sustainable competitive advantages. The fund employs comprehensive fundamental analysis, seeking firms with consistent high returns on capital, strong earnings and cash flow growth, solid balance sheets with low or no debt, and capable, shareholder-oriented management teams. PCGG spreads its investments across different countries, typically allocating about 30%-40% of its assets to non-US equities from developed and emerging markets. Additionally, the fund also considers ESG factors in its assessment, but may overlook them for prospects aligning with its overall objective. Being actively managed, the adviser has full discretion to make buy, sell, and hold decisions.
Classification
What's in the fund
Exposure type
Technology Services
Commercial Services
Health Technology
Retail Trade
Stock breakdown by region