Polen Capital, an investment management company, released its “Polen Global Growth Strategy” second-quarter 2024 investor letter. During the second quarter, AI remained the dominant narrative in markets. The Strategy returned -1.63% gross (-1.91% net) compared to the MSCI ACW Index’s 2.87% return. In addition, please check the fund’s top five holdings to know its best picks in 2024.
A copy of Polen Capital Global Growth Strategy’s Q2 2024 investor letter can be downloaded here.Create a free account, or log in to read the full article
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