Polen Capital Global Growth Fund’s Q1 2022 Investor Letter

Polen Capital, an investment management firm, published its “Polen Global Growth Fund” first quarter 2022 investor letter – a copy of which can be downloaded here. During the first quarter of 2022, the Polen Global Growth Composite Portfolio (the “Portfolio) was down -13.30% and -13.54%, gross and net of fees, versus a decline of -5.35% for the MSCI ACWI (the “Index”).  Try to spend some time looking at the fund’s top 5 holdings to be informed about their best picks for 2022.