Here’s Why Polen Capital Exited its New Oriental Education (EDU) Position

Polen Capital, an investment management firm, published its “Polen International Growth” third quarter 2021 investor letter – a copy of which can be downloaded here. A return of -3.72% was delivered by the fund for the third quarter of 2021, below its MSCI All Country World benchmark that delivered a -2.99% return for the same period. You can take a look at the fund’s top 5 holdings to have an idea about their best picks for 2021.

Polen International Growth, in its Q3 2021 investor...