Polen Capital, an investment management company, released its “Polen Global Growth Strategy” third-quarter 2024 investor letter. Volatility returned in the third quarter, in contrast to the first half of the year characterized by an increasingly crowded AI trade. The Strategy returned 3.85% gross (3.54% net) compared to the MSCI ACW Index’s 6.61% 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 Q3 2024 investor letter can be downloaded here.Create a free account, or log in to read the full article
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