Polen Capital Global SMID Company Growth Fund’s Q1 2022 Investor Letter

Polen Capital, an investment management firm, published its “Polen Global SMID Company Growth Fund” first quarter 2022 investor letter – a copy of which can be downloaded here. Over the first quarter, the Portfolio returned -22.37% gross and – 22.48% net of fees, respectively, versus the -6.41% return for the ACWI SMID Capitalization Index (the “Index”).  Try to spend some time looking at the fund’s top 5 holdings to be informed about their best picks for 2022.