Polen Capital Global SMID Company Growth Strategy’s Q3 2023 Investor Letter

Polen Capital, an investment management company, released its “Polen Global SMID Company Growth Strategy” third-quarter 2023 investor letter. A copy of the same can be downloaded here. The fund returned -6.59% gross and -6.64% net of fees compared to -3.55% return for the MSCI ACWI SMID Capitalization Index. Negative security selection drove the underperformance of the fund in the quarter. In addition, please check the fund’s top five holdings to know its best picks in 2023.