Polen Capital Global SMID Company Growth Strategy’s Q1 2023 Investor Letter

Polen Capital, an investment management company, released its “Polen Global SMID Company Growth Strategy” first-quarter 2023 investor letter. A copy of the same can be downloaded here. The portfolio returned 9.05% gross and 8.89% net of fees in the first quarter compared to a 4.28% return on the MSCI ACWI SMID Capitalization Index. Stock selection and sector allocation led the strategy to outperform in the quarter. In addition, please check the fund’s top five holdings to know its best picks in 2023.