Polen Capital Focus Growth Strategy’s Q1 2023 Investor Letter

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first-quarter 2023 investor letter. A copy of the same can be downloaded here. The fund returned 14.06% net in the first quarter compared to a 14.37% return for the Russell 1000 Growth Index and a 7.50% return for the S&P 500 Index. The first quarter was different from 2022. Technology, communications services, and consumer discretionary sectors were strong, while financials, energy, healthcare, and utilities sectors all had negative returns, which was opposite to the sectors’ performance last year. In addition, please check the fund’s top five holdings to know its best picks in 2023.