Polen Capital Global Growth Strategy’s Q2 2023 Investor Letter

Polen Capital, an investment management company, released its “Polen Global Growth Strategy” second-quarter 2023 investor letter. A copy of the same can be downloaded here. In the second quarter, the fund increased by 9.65% and 9.43 % gross and net of fees, respectively, compared to a 6.18% increase for the MSCI ACW Index. Year-to-date, the fund was up 22.46% and 21.87% gross and net of fees, respectively, compared to a 13.93% return for the index. Markets continued to be strong in the second quarter after a strong recovery in the first quarter of 2023 and are up robustly year to date. In addition, please check the fund’s top five holdings to know its best picks in 2023.