Polen Capital Focus Growth Strategy’s Q2 2025 Investor Letter

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” second quarter 2025 investor letter. The market sentiment shifted in the second quarter, from a sharp decline to a V-shaped recovery. In the second quarter, the strategy returned 9.36% (gross) and 9.15% (net) compared to 17.84% for the Russell 1000 Growth Index and 10.94% for the S&P 500 Index. In addition, please check the fund’s top five holdings to know its best picks in 2025.

A copy of Polen Capital Focus Growth Strategy’s Q2 2025 investor letter can be downloaded here.