Polen Capital, an investment management firm, published its “Polen Global Growth” fourth quarter 2021 investor letter – a copy of which can be downloaded here. A quarterly gross return of 7.08% was delivered by the fund for the fourth quarter of 2021, versus the MSCI All-Country World Index (the “Index”)’s return of 6.67% for the same period. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.
Polen Global Growth, in its Q4 2021...
