Polen Capital International Growth Strategy’s Q3 2023 Investor Letter

Polen Capital, an investment management company, released its “Polen International Growth Strategy” third-quarter 2023 investor letter. A copy of the same can be downloaded here. The strategy returned -7.52% and -7.80% gross and net of fees, respectively, in the third quarter underperforming the MSCI ACWI (ex-USA) index. Investors’ concerns about declining growth forecasts and the constraints that may impose business expansion across global markets may be reflected in third-quarter results. In addition, please check the fund’s top five holdings to know its best picks in 2023.