Polen 5Perspectives Small-Mid Growth Strategy’s Q1 2026 Investor Letter

Polen Capital, an investment management company, released its first-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. Polen 5Perspectives Small-Mid Composite Portfolio returned -3.4% gross and -3.6% net of fees, respectively, in the first quarter of 2026, compared to the -3.5% return of the Russell 2500 Growth Index. Rapidly shifting, marked narrative-driven volatility stemmed in the first quarter. Initial concerns centered on AI disruption in software and the related “HALO” trade, followed by rising private credit worries, culminating in geopolitical risks stemming from the war in Iran. The firm expects ongoing volatility in the foreseeable future. The firm believes the SMID-cap universe in the US consists of innovative, dynamic companies, and the portfolio performance is driven by the accelerating pace of change. In addition, please check the Strategy’s top five holdings to know its best picks in 2026.

A copy of Polen 5Perspectives Small-Mid Growth’s Q1 2026 investor letter can be downloaded here.

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