Summary

• During Q1 2026, Polen 5Perspectives Small-Mid Growth Composite Portfolio returned -3.4% gross and -3.6% net of fees, respectively.
• The top contributors were Sandisk Corp., Bloom Energy, and TechnipFMC.
• The most significant detractors were SoFi Technologies, Figure Technology Solutions, and Affirm Holdings.

The following segment was excerpted from Polen 5Perspectives Small-Mid Growth Q1 2026 Commentary.

Portfolio Performance & Attribution

During the first quarter of 2026, the Polen 5Perspectives Small-Mid Growth Composite Portfolio (the "Portfolio") returned -3.4% gross and -3.6% net of fees, respectively, compared to the -3.5% return of