Polen Capital Global Emerging Markets Growth Fund’s Q2 2022 Investor Letter

Polen Capital, an investment management firm, published its “Polen Global Emerging Markets Growth Fund” second quarter 2022 investor letter – a copy of which can be downloaded here. During the second quarter of 2022, the Polen Global Emerging Markets Growth Composite Portfolio (the “Portfolio”) returned -8.94% gross and -9.27% net of fees, respectively, versus the -11.44% return for the MSCI Emerging Markets Index (the “Index”).  Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.