Polen 5Perspectives Small-Mid Growth Strategy’s Q2 2026 Investor Letter

Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. Polen 5Perspectives Small-Mid Growth Composite Portfolio returned 28.4% gross and 28.2% net of fees, respectively, compared to the 24.0% return of the Russell 2500 Growth Index. Markets rebounded strongly during the quarter as concerns over economic growth, trade policy, and the durability of AI investment eased, helping SMID-cap growth stocks deliver one of their strongest quarterly performances in the past 25 years. The firm highlighted that continued investment by hyperscalers and enterprise customers reinforced confidence in the AI infrastructure cycle, while growing electricity demand supported opportunities across power generation, grid infrastructure, and electrification. Aerospace and defense modernization also remained key long-term secular growth themes. 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 Q2 2026 investor letter can be downloaded here

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