Polen Capital Focus Growth Strategy’s Q4 2023 Investor Letter

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2023 investor letter. In the quarter the fund returned 14.43% (net) compared to 14.16% for the Russell 1000 Growth Index and 11.69% for the S&P 500 Index. For the full year, the fund returned 38.99% (net) compared to 42.68% and 26.29% returns for the indexes. The firm had the second-highest return in the Portfolio’s 35-year history in 2023.  In addition, please check the fund’s top five holdings to know its best picks in 2023.

A copy of the investor letter can be downloaded here.