Polen Capital Global SMID Company Growth Strategy’s Q4 2022 Investor Letter

Polen Capital, an investment management company, released its “Polen Global SMID Company Growth Strategy” fourth-quarter 2022 investor letter. A copy of the same can be downloaded here. The portfolio returned 10.11% net of fees in the fourth quarter compared to an 11.11% return on the MSCI ACWI SMID Capitalization Index. Stock selection led the strategy to underperform in the quarter. For 2022, the fund returned -41.77% compared to -18.72% return for the benchmark index. In addition, please check the fund’s top five holdings to know its best picks in 2022.