Consumer discretionary companies and their stocks tend to get battered during recessionary periods, as cash-strapped consumers squirrel away their money to save for only the most essential of purchases...
Polen Capital, an investment management firm, published its “Polen International Growth Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Oakmark Funds, an investment management firm, published its “Oakmark International Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Polen Capital, an investment management firm, published its “Polen Global Growth” fourth quarter 2021 investor letter – a copy of which can be downloaded here.
First Pacific Advisors, LLC, an investment management firm, published its "FPA U.S. Core Equity Fund" third-quarter 2021 investor letter – a copy of which can be downloaded here.
Polen Capital, an investment management firm, published its “Polen Global Growth” third quarter 2021 investor letter – a copy of which can be downloaded here.
Polen Capital, an investment management firm, published its “Polen International Growth” second quarter 2021 investor letter – a copy of which can be downloaded here.
Polen Capital, an investment management firm, published its “Polen Global Growth” first quarter 2021 investor letter – a copy of which can be downloaded here.