Polen Capital Global Emerging Markets Growth’s Q1 2022 Investor Letter

Polen Capital, an investment management firm, published its “Polen Global Emerging Markets Growth Fund” first quarter 2022 investor letter – a copy of which can be downloaded here. The Portfolio returned -14.68% gross and -14.96% net of fees, respectively, while the Index returned -6.97%. Foreign currency positively contributed to Portfolio performance in select markets. Try to spend some time looking at the fund’s top 5 holdings to be informed about their best picks for 2022.