Polen Capital Focus Growth Strategy’s Q1 2026 Investor Letter

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first-quarter 2026 investor letter. The first quarter of 2026 was highly volatile for US equities, driven by AI disruption concerns and the US-Israel conflict in Iran and the Middle East. In this backdrop, the Polen Focus Growth Strategy declined 17.16% in the quarter, compared to a -9.78% return for the Russell 1000 Growth and -4.33% return for the S&P 500. The Strategy focuses on mission-critical businesses with recurring revenue and competitive advantages and capitalizes on the volatility to...