Polen Capital U.S. Small Company Growth Strategy’s Q4 2024 Investor Letter

Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” fourth-quarter 2024 investor letter. According to the Russell 2000 Growth Index, U.S. small cap growth stocks experienced a 1.7% increase in the fourth quarter and a 15% rise for the year 2024. In what proved to be a tumultuous quarter, small caps surged over 10% following the U.S. Presidential election in November, but nearly all of those gains were lost in December as the U.S. Federal Reserve indicated a more gradual reduction in interest rates expected in 2025. In the fourth quarter, the fund delivered 5.09% gross, and 4.73% net of fees compared to a 1.70% 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 Q4 2024 investor letter can be downloaded here.