Polen Capital U.S. Small Company Growth Strategy’s Q3 2024 Investor Letter

Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” third-quarter 2024 investor letter. The third quarter had a strong finish for U.S. small-cap equities, driven by interest rate reductions and fading recessionary concerns. In the third quarter, the fund delivered 7.65% gross, and 7.35% net of fees compared to an 8.41% return for the Russell 2000 Growth Index. In addition, you can check the fund’s top 5 holdings to find out its best picks for 2024.

A copy of Polen Capital U.S. Small Company Growth Strategy’s Q3 2024 investor letter can be downloaded here.