Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small Growth Strategy”. Polen 5Perspectives Small Growth Composite Portfolio returned 33.22% gross and 32.83% net of fees, respectively, in the second quarter of 2026, compared to the 25.71% return of the Russell 2000 Growth Index. It was an outstanding quarter for small cap stocks, defying market concerns around economic growth, trade policy, and the durability of AI investment. Ongoing debate about AI capital spending was moderated by positive announcements from...
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