Polen Capital Focus Growth’s Q2 2022 Investor Letter

Polen Capital, an investment management company, released its “Polen Focus Growth” second quarter 2022 investor letter. A copy of the same can be downloaded here. In the second quarter, the fund returned -23.94% net of fees compared to a -16.10% return for the S&P 500 and -20.92% return for the Russell 1000 Growth Index. Inflation concerns and interest rate hikes contributed to the portfolio’s decline in the quarter. In addition, please check the fund’s top five holdings to know its best picks in 2022.