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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...