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Polen Capital U.S. SMID Company Growth Strategy’s Q1 2024 Investor Letter

Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” first-quarter 2024 investor letter. The portfolio returned -0.28% gross and -0.57 % net of fees in the first quarter compared to an 8.51% return for the Russell 2500 Growth Index. Although the market conditions were relatively stable from the previous quarter, pricing momentum sharply increased in the first quarter. In addition, please check the fund’s top five holdings to know its best picks in 2024.

A copy of Polen Capital U.S. SMID Company Growth Strategy’s Q1 2024 investor...