Polen Capital, an investment management company, released its “Polen Global Growth Strategy” second-quarter 2025 investor letter. The market entered 2025 embracing the new U.S. administration’s pro-growth policies, often overlooking potential tariff and valuation headwinds. International stocks have outperformed U.S. stocks since 2009. Despite the positives, global equities remained vulnerable due to geopolitical tensions and growing uncertainty. The Strategy returned 8.16% gross of...
Polen Capital Global Growth Strategy’s Q2 2025 Investor Letter
